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MassMutual financial professional.

Daniel (Dan) Smithemail

Daniel (Dan) Smithemail



Professional Story

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

       


Languages: English


Credentials: CFBS, CLTC, JD, ChSNC™


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Special Needs, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving


Check the background of this investment professional on FINRA's BrokerCheck

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*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.