daniel-e-ortman_ef9d1c1685564854af133cb044f2f3be

Daniel E. Ortman

Financial Planner

CASL®

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • College Funding Strategies
  • Business Owners
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck