Daniel Laforest Email & Phone Number

Dan LaForest is a Wealth Manager with Security Financial Management, an independent financial service firm that specializes in all aspects of financial and legacy planning. Whether you are retiring or looking for a better path of reaching your goals, we can help you with personal service and strategies that meet your comprehensive needs.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.FINRA.org; www.SIPC.org) . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).Specialties: Investment Management, Estate Planning, Retirement Planning, Life , LTC, & Medicare Insurances.

Listed skills include Retirement Planning, Investments, Life Insurance, Estate Planning, and 31 others.