
Dan Teroemail
Bluecrest Financial Alliances - Oklahoma
1300 N. Walker Suite 200
Oklahoma City, OK 73103
Professional Story
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Education
Oklahoma State University (1989-1994)
Languages:
- English
Specialties:
- Business Succession Planning
- Business Owners
- Group Benefits
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies