New Hartford, NY Financial Advisor Office

New Hartford

Find a financial advisor in our New Hartford office.

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Dana Christofferson

RICP®

Dana Christofferson is a financial advisor in Ithaca, NY and serves as the president on the board of directors for Habitat for Humanity, Tompkins and Cortland County. Our firm's mission is simple: "We exist to serve by growing abundantly"Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Groton NY, 13073

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Daniel Jones

CLU®, ChFC®, CFP®, RICP®

Proudly born and raised in West Winfield, NY, I was anxious to build my career close to home to help shape and better my community. I began my career at Northwestern Mutual in 1998 which has led me to some amazing opportunities, including becoming Managing Director of our New Hartford, NY office. Our mission at DBJ Wealth Management is to help our clients make smart decisions with money.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Investment Strategies, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: New Hartford NY, 13413

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