Testimonials
"Dan has been a great financial advisor and true friend over the years. He has helped me acheive my own personal financial goals and to provide for the financial security of my family. He has also been a trusted business advisor guiding me through the maze of insurance issues and employee benefit plans facing my colleagues and me when we launched True Partners Consulting about 4 years ago. I am truly grateful for all his help."
- Stan Jozefiak
Practice Director for True Partners Consulting
“Dan has been our Financial Advisor since 2001. Dan has been a TRUSTWORTHY ADVISOR and has always had 'our' goals and best interests in mind. There are not many in the professional financial planning and management arena that one comes across that have the high standards that Dan has lived by over the years . .. not to mention . . . he's a Great Listener, a Great Translator, a Wealth of Knowledge, develops Creative Solutions and is backed by a STRONG TEAM of dedicated, customer friendly professionals. Without hesitation . . . He is the BEST ! ! !"
- Dick D’Amico
Owner of D’Amico Associates, Inc. dba FASTSIGNS
“After meeting with many Financial Advisors, choosing to work with Dan was a slam dunk. Dan is intelligent, creative, passionate and honorable. He has designed a financial plan to reflect my life, goals and personal legacy with a clear understanding of the complex financial marketplace. As a business owner transitioning to consultant, Dan developed a strategy to reduce my tax liabilities and help ensure a strong financial foundation for my future. Simply put, I believe and trust in Dan, and his guidance helps me sleep at night."
- Beth Durkin
Consulting Principal at Solomon, Cordwell, Buenz and Associates
The personal financial needs and results of the clients who provided the statements above may not reflect the experience of other clients. Please discuss your personal financial situation with your Northwestern Mutual Financial Representative before purchasing any product or service. Please keep in mind that working with a Northwestern Mutual Financial Representative or any other financial services provider is not a guarantee as to future investment success.
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