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@legacysolutions.org
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3 phones found area 610
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Daniel Danese is listed as President at Legacy Solutions Incorporated at Legacy Solutions Incorporated, a company with 4 employees, based in Kennett Square, Pennsylvania, United States. AeroLeads shows a work email signal at legacysolutions.org, phone signal with area code 610, and a matched LinkedIn profile for Daniel Danese.
Daniel Danese previously worked as President at Legacy Solutions Incorporated and Program Director at University Of Delaware Divison Of Professional And Continuing Studies. Daniel Danese holds Certified Financial Planner™ Professional from Certified Financial Planner Board Of Standards, Inc..
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Legacy Solutions, Inc. is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment or mass financial services environments. Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution.Independent Contractor offering Advisory services through Capital Analysts or Lincoln Investment. Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.www.lincolninvestment.comLegacy Solutions, Inc. and the above firms are independent and non-affiliated.
Listed skills include Retirement Planning, Financial Planninga, Investments, Wealth Management, and 12 others.
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Kennett Square, Pennsylvania
Legacy Solutions, Inc. specializes in wealth management, estate planning, retirement planning and executive benefits. Lincoln Investment, an independent broker-dealer, assists in securing and providing due diligence of select money managers and facilitates all securities transactions which are cleared through Pershing LLC (a subsidiary of The Bank of New.
I am the Program Director for the University of Delaware's Certificate in Planning Program. This is a 14-Month Course which satisfies the CFP Board's education requirement for becoming a CERTIFIED FINANCIAL PLANNER™ certificant. I created the curriculum, staffed the faculty and also teach the final Capstone course for each cohort.
Responsible for all lines of Distribution, nationally (including Puerto Rico) via independent planners, career representatives, brokerage, pension services and the subsidiary broker dealer, 1717 Capital Management Company. Company purchased by Nationwide Financial Group.
Responsible for all advisors and planners in PA, NJ, DE, and Northern Virginia.
Responsible for operations, productivity and profitability of advisors in DE, South Eastern PA, and portions of Northern MD.
Served as Managing Partner of Wilmington Agency for three years after acting as Assistant to Vice-President which followed working as an advisor in the areas of executive benefits, wealth management, retirement planning and estate planning.
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Daniel Danese works for Legacy Solutions Incorporated.
Daniel Danese is listed as President at Legacy Solutions Incorporated at Legacy Solutions Incorporated.
AeroLeads has found 3 work email signals at @legacysolutions.org for Daniel Danese at Legacy Solutions Incorporated.
AeroLeads has found 3 phone signal(s) with area code 610 for Daniel Danese at Legacy Solutions Incorporated.
Daniel Danese is based in Kennett Square, Pennsylvania, United States while working with Legacy Solutions Incorporated.
Daniel Danese has worked for Legacy Solutions Incorporated, University Of Delaware Divison Of Professional And Continuing Studies, Pinnacle Study Group, Provident Mutual Life Insurance Company, and The Prudential.
Daniel Danese's colleagues at Legacy Solutions Incorporated include Ciara Danese Price, Cfp®, Cslp® and Ciara Danese Price, Cfp®.
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Daniel Danese holds Certified Financial Planner™ Professional from Certified Financial Planner Board Of Standards, Inc..
Daniel Danese is listed with skills including Retirement Planning, Financial Planninga, Investments, Wealth Management, Estate Planning, Management, Finance, and Financial Services.
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