Dalton and Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Brett Dalton

Brett Dalton

CFP®, APMA®, CRPC®

Associate Manager

Managing Director
Visit Brett Dalton's website
Jeff Cordova

Jeff Cordova

Associate Manager

Financial Advisor
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Taylor S Anderson

Taylor S Anderson

AAMS®

Complex Director

Visit Taylor S Anderson's website

Team

Teresa Serrano

Teresa Serrano

Client Service Associate

Wayne Gandy

Senior Operations Leader

Keith Kiertzner

Client Service Associate