Dan Miles
Financial Planner
Dan Miles
Financial Planner
Hi, I'm Dan. I'm here to help with your financial planning needs, providing objective advice and innovative strategies for important life decisions.
Since 2004, I have been providing objective advice and innovative financial strategies to individuals, professionals, and business owners faced with important decisions regarding retirement, estate planning, wealth management, and advanced insurance applications. I have particular professional experience in business succession, estate planning, retirement plans, employee benefits, disability, long-term care, and charitable planning.
I am the recipient of several awards, including the National Quality Award by the National Association of Insurance and Financial Advisors (NAIFA), the Agency Growth Award, the Long-Term Care Circle of Champions Award, and the Life All Star Award.
About Me
- Bachelor of Science Degree from Salem State College in Salem, MA
- Completed numerous Financial Planning, Estate Planning, Investing, and Insurance courses from The American College
- Over 20 years experience in the non-profit sector in development, finance, and research
- Active in financial planning industry since 2004
- Holds CLU, LUTCF, and CLTC designations
- Candidate for ChFC, CAP, and CFP designations
- Maintains Life and Health licenses in NY, OH, MI, MA, and NJ
- Registered Representative and Investment Advisor Representative with Ameritas Investment Company
- Lives in the Rochester area with his wife and three sons
Professional Organizations
Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA's BrokerCheck.
Dan Miles offers products and services using the following business names: Stan Steele Insurance Agency — insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments. | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with the Stan Steele Insurance Agency.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
