Daniel A White & Associates
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
51 Woodland Dr, Glen Mills, Pennsylvania...Phone Number
(610) 358-8942Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Daniel A White & Associates
Dan White & Associates, founded in 1987, specializes in retirement and financial planning, focusing on the unique financial needs of clients nearing or in retirement. With three offices in Glen Mills, PA, Middletown, DE, and Lewes, DE, the firm serves over two thousand clients in the region. They prioritize understanding each client's situation through comprehensive questionnaires and emphasize education in retirement planning. The company also conducts regular informational seminars to help clients navigate the challenges of retirement.Explore more
Daniel A White & Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
11-50
Private
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DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
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Dan White & Associates, founded in 1987, specializes in retirement and financial planning, focusing on the unique financial needs of clients nearing or in retirement. With three offices in Glen Mills, PA, Middletown, DE, and Lewes, DE, the firm serves over two thousand clients in the region. They prioritize understanding each client's situation thr... Read More
