As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee* your own retirement security.

These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Stop by during business hours and see us or give us a call to schedule an appointment (note, evening and Saturday hours by appointment only).

Daniel Finn is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. 
 
Daniel Finn is also a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser; as well as a Registered Representative of and offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 100 Northfield Drive, Suite 200, Windsor CT 06095 (860) 285-8884.

Daniel is not licensed in all jurisdictions.  

Neither Finn Financial Solutions 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.

Finn Financial Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

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