Daniel Capurso, Cltc

Daniel Capurso, Cltc Email and Phone Number

President of Premier Asset Solutions, Specializing in Innovative Investment Strategies, Retirement and Insurance Planning @ Premier Asset Solutions, Inc.
melville, new york, united states
Daniel Capurso, Cltc's Location
Melville, New York, United States, United States
About Daniel Capurso, Cltc

For over two decades, I’ve been honored to partner with successful business owners, individuals, and families to provide cutting-edge financial solutions that fit their lifestyles and work within the confines of their financial abilities. My goal is to form a lifelong partnership with them and see them through good times and bad, and I sincerely hope that every client I work with will come away with a sense of peace and relief. I take pride in doing things the right way and making sure my clients know I care about them, their families and their businesses.When I’m not helping my clients, I enjoy speaking to and mentoring other advisors to help them grow their respective practices. In my personal time, I like to spend as much time as I can with my two amazing children, Jessica and Joey. I also enjoy attending sporting events and concerts, and I’m an avid dart player and golfer.Awards and MembershipsI’ve been a Million Dollar Round Table member every year for the last nine years, and I’ve achieved Court of the Table status in(2017-2021). I have earned New York Life’s council membership for ten consecutive years for being one of the top agents in across the nation, and I’m currently a President’s Council member, a group comprised of the top three percent of New York Life's elite sales force. I served on New York Life's peer-elected Agent Advisory Council in 2016 as an Associate Chairman to the Agency Support Committee, and I’m a member of The Nautilus Group®, a service of New York Life Insurance Company. To learn more about what I do and how I may be of service to you and your family, please visit our website at: www.PremierAssetSolutions.com. You can also reach me at:Phone: 631.391.3457Email: dcapurso@premierassetsolutions.com Our office is located at:520 Broadhollow Road (southwest entrance)Melville, NY 11747

Daniel Capurso, Cltc's Current Company Details
Premier Asset Solutions, Inc.

Premier Asset Solutions, Inc.

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President of Premier Asset Solutions, Specializing in Innovative Investment Strategies, Retirement and Insurance Planning
melville, new york, united states
Employees:
4
Daniel Capurso, Cltc Work Experience Details
  • Premier Asset Solutions, Inc.
    Founder And President
    Premier Asset Solutions, Inc. Mar 2010 - Present
    Melville, Ny
    Here at Premier Asset Solutions, we bring financial clarity to our clients and help them figure out where they are now, where they want to go, and how to get there. We offer a variety of innovative financial services to help business owners at every stage of the business life cycle, taking into account their goals, values, and tolerance to risk. We also work with individuals and families to create and implement cutting-edge solutions aimed at growing, protecting, and conserving their wealth for… Show more Here at Premier Asset Solutions, we bring financial clarity to our clients and help them figure out where they are now, where they want to go, and how to get there. We offer a variety of innovative financial services to help business owners at every stage of the business life cycle, taking into account their goals, values, and tolerance to risk. We also work with individuals and families to create and implement cutting-edge solutions aimed at growing, protecting, and conserving their wealth for generations to come. Founder Daniel Capurso says of his team, “We strive to be relatable, transparent and genuine. We believe in paying it forward by helping our clients, community and peers achieve great things. This is what makes us different.”Daniel C. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Daniel C. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are not licensed in all jurisdictions.Daniel C. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life Company.Premier Asset Solutions, Inc. is not owned or operated by New York Life Insurance, NYLIFE Securities LLC, or its affiliates. Neither Premier Asset Solutions, Inc nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.SPECIALTIES:Retirement Planning Lifetime Income StrategiesCharitable Planning Asset ProtectionEstate PlanningExecutive BenefitsSuccession Planning Show less
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Mar 2010 - Present
    Melville, Ny
    I am a registered representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 520 Broad Hollow Road, Melville, NY 11747 (631) 391-2900
  • New York Life Insurance Company
    Licensed Agent
    New York Life Insurance Company Mar 2010 - Present
    Melville, Ny
    I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am not licensed in all jurisdictions.
  • The Nautilus Group®
    Member
    The Nautilus Group® 2016 - Present
    The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives. As a member of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning… Show more The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives. As a member of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning. Disclaimer: The Nautilus Group® is a service of New York Life Insurance Company and membership is limited exclusively to agents of the company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice. Show less
  • Jpmorgan Chase & Co.
    Personal Banker
    Jpmorgan Chase & Co. Aug 2000 - Mar 2010

Daniel Capurso, Cltc Skills

Financial Services Retirement Planning Insurance Investments Life Insurance Finance Term Life Insurance Securities Annuity Sales Customer Service Leadership Account Management 401 Rollovers Licensed In Long Term Care Insurance Protection Planning/family Security Asset Protection Building Relationships Life Insurance Strategies Ira Rollovers Key Person Insurance Lifetime Income Strategies Permanent Life Insurance Succession Planning Wealth Preservation Planning Wealth Transfer Strategies

Frequently Asked Questions about Daniel Capurso, Cltc

What company does Daniel Capurso, Cltc work for?

Daniel Capurso, Cltc works for Premier Asset Solutions, Inc.

What is Daniel Capurso, Cltc's role at the current company?

Daniel Capurso, Cltc's current role is President of Premier Asset Solutions, Specializing in Innovative Investment Strategies, Retirement and Insurance Planning.

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