Daniel Guerra Email & Phone Number

My holistic approach to working for you, including integrating both investmentsand insurance, creates a plan whose components work together to helpput you in the best position to meet your short and long-term goals. Mywork considers multiple aspects of your life including cash flow needs, riskmanagement, investment management, retirement strategies, tax strategies,and legacy creation. Each component of your strategy will consist ofobjective, insightful and practical advice to enable you to grow your assetsmore strategically and protect them more intelligently. It also comes with mycommitment to providing you with exceptional service.We bring accountability in an ongoing, collaborative process. Together, we willevolve your plan as your life evolves, while also monitoring economic trendsand legislative developments.Underlying everything my team and I do is a commitment to acting as a fiduciaryby putting your interests first and providing the highest level of service to makeyour experience with us easy and enjoyable.This approach has allowed me to grow my practice organically over the courseof my career, adding new clients who are referred to me by people who feel thatthe advice and guidance I provide is of genuine value to them.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-600. I am licensed and registered to offer products and services in various states. Licenses and registrations will vary. Domiciled in CT.