Daniel Pease Email & Phone Number

I am a Financial Advisor with John Hancock Financial Network and work through a firm called AspenCross, located in Westborough, MA. I recently opened my own office in Rockland, ME in order to stay in the community, to work with people I know and their families. I have the unique opportunity to work with an organization that puts the client first, not the products. I use a holistic approach to planning when implementing a strategy for my clients. I am able to use a vast array of insurance, as well as investment tools to reach the desired outcome of the client.My goal is to build a successful, ethical, and well-known practice in the Midcoast area where people feel comfortable expressing their goals and concerns for the future.Specialties: Family protection, Retirement planning, College Savings, Business Succession, Funding of Buy Sell Agreements, Employee Benefits, Employee Education

• 

  University Of Maine

  Business