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@concannonmiller.com
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8 phones found area 610, 856, and 484
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LinkedIn matched
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Dan Fratantoro, Cfp®, Cpa is listed as Wealth Advisor at KMJ Financial Group LLC at KMJ FINANCIAL GROUP, L.L.C., a company with 4 employees, based in Allentown, Pennsylvania, United States. AeroLeads shows a work email signal at concannonmiller.com, phone signal with area code 610, 856, 484, and a matched LinkedIn profile for Dan Fratantoro, Cfp®, Cpa.
Dan Fratantoro, Cfp®, Cpa previously worked as Wealth Advisor at Kmj Financial Group, L.L.C. and Financial Advisor at Mutual Of Omaha. Dan Fratantoro, Cfp®, Cpa holds Bs, Accounting from Desales University.
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AeroLeads found 1 current-domain work email signal for Dan Fratantoro, Cfp®, Cpa. Compare company email patterns before reaching out.
Are you WORRIED you won’t have enough money to retire? Are you so caught up in the ‘busy-ness’ of life that financial planning has taken a backseat? Would you benefit from professional guidance on how to make informed financial decisions?Well I have the ability to assemble seemingly disparate facts into a cohesive financial plan. I help simplify the complex.Essentially…I can help you create an INVESTMENT plan tailored to your retirement goals and objectives.And.I can help your plan be income TAX EFFICIENT (based on experience as a former CPA).WHO DO I WORK WITH? Lawyers, Doctors, Dentists, Contractors…a lot of self-employed individuals and Professionals.I also work with individuals at (or nearing) retirement that have $250k or more in investable assets.Together we will create a financial ROADMAP for your financial goals……From starting a college plan for your kids (or grandkiddos), implementing an insurance plan to protect those who matter most, and creating a sound retirement income plan.Would you be free to enjoy your time {with family / on the golf course / at the beach} WITHOUT that underlying fear??Our office has 60+ years of combined investment and tax planning experience. We’ve seen quite a bit. Using our many years of experience, together we can create a CUSTOMIZED plan designed to give you confidence in pursuing your goals.How can I help YOU? Let’s chat! Message me
Listed skills include Retirement Planning, Wealth Management, Investments, College Planning, and 7 others.
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881 3rd Street Suite B-4, Whitehall, PA 18052
Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. KMJ Financial Group, LLC is located at 881 3rd Street Suite B-4. Whitehall, PA 18052. P (610) 443-2243. This communication is strictly intended for individuals residing in the states of AZ.
Activities and Societies: Baseball, Ice Hockey
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Dan Fratantoro, Cfp®, Cpa works for KMJ FINANCIAL GROUP, L.L.C..
Dan Fratantoro, Cfp®, Cpa is listed as Wealth Advisor at KMJ Financial Group LLC at KMJ FINANCIAL GROUP, L.L.C..
AeroLeads has found 1 work email signal at @concannonmiller.com for Dan Fratantoro, Cfp®, Cpa at KMJ FINANCIAL GROUP, L.L.C..
AeroLeads has found 8 phone signal(s) with area code 610, 856, 484 for Dan Fratantoro, Cfp®, Cpa at KMJ FINANCIAL GROUP, L.L.C..
Dan Fratantoro, Cfp®, Cpa is based in Allentown, Pennsylvania, United States while working with KMJ FINANCIAL GROUP, L.L.C..
Dan Fratantoro, Cfp®, Cpa has worked for Kmj Financial Group, L.L.C., Mutual Of Omaha, and Concannon, Miller & Co. P.C..
Dan Fratantoro, Cfp®, Cpa's colleagues at KMJ FINANCIAL GROUP, L.L.C. include Jacob Ruggles, Cfp®.
You can use AeroLeads to view verified contact signals for Dan Fratantoro, Cfp®, Cpa at KMJ FINANCIAL GROUP, L.L.C., including work email, phone, and LinkedIn data when available.
Dan Fratantoro, Cfp®, Cpa holds Bs, Accounting from Desales University.
Dan Fratantoro, Cfp®, Cpa is listed with skills including Retirement Planning, Wealth Management, Investments, College Planning, Life Insurance, Strategy, Disability Income, and Long Term Care.
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