In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Daniel D'Agata

Daniel D'Agata

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel D'Agata's website

Team

Michael Mulrooney

Michael Mulrooney

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Series 4
  • Series 55
  • Life, Health, Variable Annuity Licensed
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