DanDarah Wealth Management
Financial Services
1400 Old Country Rd
2 employees
- Employees
- 2
DanDarah Wealth Management Overview
- Headquarters
- 1400 Old Country Rd
- Website
- www.dandarah.ceterainvestors.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2022
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About DanDarah Wealth Management
Want to start a conversation about financial advising? Don't hesitate to reach out to us at www.dandarah.ceterainvestors.com or you can call us at 5163665847/Domenick or 5164943451/Stephan. You can also schedule a meeting with us through Calendly at https://calendly.com/domenick-dandrea or https://calendly.com/stephan-shatarah. We deliver tailored financial solutions for families, individuals, and businesses that address financial concerns and goals customized to their life stage. Whether you are a family looking to protect the ones you love, a working professional accumulating for the long-term, or in retirement and planning how to spend your money wisely, we provide the guidance and tools to help meet your goals. We approach these situations, as well as other life events, with personalized service combined with a long-term approach and fresh thinking to help our clients. Some areas of focus include: • Saving and investing for retirement • Creating retirement income strategies • Protecting the ones, they love • Accumulation strategies • Leaving a legacy Our goal is to build solid relationships and long-term value to help our clients grow, protect, and enjoy what they have by making sure their financial strategies work as hard as they do. We will build you a comprehensive financial plan utilizing a variety of our technology solutions including Advice Works, Money Guide Elite, Riskalyze, and Fiduciary Toolkit, Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Skills: General Planning | Investment Planning | Education Planning | Insurance Planning | Retirement Planning | Retirement Income Strategies | Retirement Solutions | Tax Planning | Estate Planning | Business Planning | Social Security Planning
DanDarah Wealth Management Contact Details
- People in AeroLeads
- 2
DanDarah Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stephan Shatarah, Crc®, Cpfa™ | Financial Advisor in Westbury, Ny - Fresh Approach to Financial Planning and Investment Management - Socially Conscious Investing - Retirement Income | New York City Metropolitan Area, United States |
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| Domenick D'andrea, Aif®, Crc®, Cpfa® | Don't Just Retire, Thrive! Get the Help You Need to Maximize Your Savings and Live Your Best Life Yet! - Co-founder - Financial Advisor - Fiduciary |
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|
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