– Happening Now –
The Dan DeVerna Podcast

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This is
Dan DeVerna*

Financial Advisor, Keynote Speaker, and Accomplished Martial Artist.

Dan* has been a financial advisor since 1999. He began his career with New England Financial. While at New England Financial Dan* was named New Advisor of the year in 2001 and received several high level advisor awards while also attending many top agent conventions. In 2004 he first qualified for membership in Million Dollar Round Table (MDRT) and is a current member. MDRT is an exclusive association of the top financial advisors worldwide. Since then, Dan* has also qualified for Top of the Table.

Your future is an investment. Today is the best day to begin investing in it. Families all across northwest Ohio and southeast Michigan have turned to (and tuned in to) Dan DeVerna* to help them invest in themselves and in their futures. Investing, retirement planning, college planning, estate management—it doesn’t have to be a mindboggling project you keep avoiding. Dan* has the knowledge and the concern for you and your family to help you make the right decisions. His “client first” philosophy will make you feel comfortable, heard, and taken care of.

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What we do

Retirement Planning*

In today’s environment of disappearing pensions and the uncertain future of Social Security, it’s important to have a qualified, trusted professional working in your best interests

Life Insurance

Life insurance is a basic need for most of us, yet determining what type and how much to buy is a very confusing choice. Term insurance or permanent coverage?

College Funding

There are several tax-advantaged savings vehicles available to help families in these uncertain times. Some options are 529 plans, educational savings accounts, Coverdell savings plans, uniform gifts to minors plans and even over-funded life insurance policies.

Investment Planning

We base our recommendations on independent research and suitability factors like your age, income, stage in life and long-term goals. We believe in treating each client as an individual, and not just another account number.

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Contact Dan*

Are you ready to start a conversation?
419-873-8500 x 1012

ddeverna@cfpohio.com

Check the background of Ameritas Investment Company or this investment professional on FINRA’s BrokerCheck