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.

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:

• Total Retirement Security, LLC.
• Planned Strategies, Inc.
• I represent over 30 different insurance companies

Clients:

• Individuals
• Hospitals/Doctors Groups
• Public Pensions and Endowments
• Taft-Hartley funds
• Cities/Counties/Townships

FINRA Licenses:

• General Securities Representative (Series 7)
• Registered Equity Trader (Series 55)
• Uniform Securities Agent NY (Series 63)

Licensed Insurance Broker:

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