Menu
Solon Chamber of Commerce
Home
About Us
Our Team
Board of Directors
Contact Us
Coronavirus Updates & Latest News
PPE Sourcing & Services
City of Solon Resources
Join Now
Why Join
Member Login
Visibility
Business Directory
Spotlight
Marketplace
Connections
Chamber Calendar
Community Calendar
Newsletters
Committees
Savings
Member Benefits
CEA
Coupons
Resources
Workforce
Job Bank
Facebook Job Group
WRSC
WRSC LinkedIn Group
Home
About Us
Our Team
Board of Directors
Contact Us
Coronavirus Updates & Latest News
PPE Sourcing & Services
City of Solon Resources
Join Now
Why Join
Member Login
Visibility
Business Directory
Spotlight
Marketplace
Connections
Chamber Calendar
Community Calendar
Newsletters
Committees
Savings
Member Benefits
CEA
Coupons
Resources
Workforce
Job Bank
Facebook Job Group
WRSC
WRSC LinkedIn Group
Planned Financial Services
Planned Financial Services
Search
|
Advanced Search
|
New Members
|
Coupons and Discounts
|
All Categories
 
Other
>>
Financial & Investment Services
>>
Financial Advisors
Planned Financial Services
7000 Fitzwater Road
Suite 300
Cleveland
,
OH
44141
Michelle Velotta
(440) 740-0130 | fax: (440) 740-0339
Visit Site
Connect With Us
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
)