Dan White & Associates
Company

Dan White & Associates

Financial Services Glen Mills, Pennsylvania, United States 11 employees
Employees
11
Contacts
3
Emails
3

Dan White & Associates Overview

Headquarters
Glen Mills, Pennsylvania, United States
Industry
Financial Services
Employees
11
Founded
2000
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Dan White & Associates

EXPERTS IN RETIREMENT AND FINANCIAL PLANNING Dan White is an Official Ed Slott Master Elite IRA Advisor As a member of Ed Slott’s Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott’s Elite Advisor Group pass a background check, complete requisite training, attend semi-annual workshops and webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

Dan White & Associates Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Dan White & Associates Org Chart

Sample employees and titles
Name Title Contact
Dan Simon, Clu Financial Advisor at Daniel A. White
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Daniel A. White, Clu, Chfc, Ricp Retirement Income Specialist, Nobel
Email
Joanne Anderson Summertime.
Email
Lauren Forland Operations Manager
Email

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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