Planned Financial Services


Planned Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
Other >> Financial & Investment Services >> Financial Advisors

Planned Financial Services

7000 Fitzwater Road
Suite 300
Cleveland, OH 44141
Michelle Velotta Michelle Velotta
(440) 740-0130 | fax: (440) 740-0339
Connect With Us
FacebookTwitterLinkedInYouTube
Daniel M. Goldfarb, MBA, ChFCr, CRPCr, brings over a decade of experience as a financial advisor working on the East coast where he managed a team of advisors with over \$500 million of assets under management. Daniel provides comprehensive financial planning and advice to his affluent business owner, executive, and retiree clients. He helps his clients by developing accumulation and distribution wealth strategies and he helps guide his clients to fulfilling retirements. After providing a written financial plan to his clients, he helps his clients to shop the financial product marketplace and to implement financial solutions that may include a wide variety of investment and insurance products. Daniel also provides workplace solutions for businesses including customized financial education seminars, group retirement plans, group insurance (life, disability, and long-term care), and non-qualified executive benefits for key employees. Please call (440) 740-0130, ext. 228 to arrange a complimentary, no-obligation conversation.
Member Since: 2016
Send a message to:

  Planned Financial Services  
Your Name:
Your Email:
Subject:
   
Message:
   
 

 (Date: 1/24/2021)