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Helping people safely grow, preserve, & transfer their wealth

Daniel J. Wendol is an experienced insurance broker registered to operated in states all along the east coast from Florida to New York to Massachusetts.  Daniel has developed a specialty in working with retirees and those about to retire who want to protect their principal and make sure their money lasts.  His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.

DanielJWendol

People who consult with Daniel find that they lower their tax bills by as much as 50%, eliminate taxes on their social security income, increase their fixed monthly income, and obtain better protection for their financial future.


Partners/Affiliations:

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Clients:

  • Individuals
  • Hospitals/Doctors Groups

Licensed Insurance Broker:

  • Life Insurance
  • Accident & Health Insurance
  • Variable Life & Annuities