Intelligent solutions for today’s investors

Daniel Dovan, CRC®

Financial Professional
Certified Retirement Counselor ®
29
Years of Experience

in the financial services industry

My Mission Statement

My mission is to assist individuals and families in navigating the financial decisions involved in life. I work with you to create an investment plan, a personalized roadmap that can help address financial needs and achieve financial goals. I strive to help create, preserve and pass on wealth by utilizing sound financial strategies.

Professional Qualifications

  • Graduate of Alfred University
  • Certified Retirement Counselor®
  • Holds Series 6, 26, and 63 Licenses

Specialty Services

  • Durable Income Strategies
  • Retirement Income Planning and Implementation
  • Retirement Planning
  • Saving for the Future
  • Investing Made Simple
  • Life and Long Term Care Insurance

Memberships

  • ASPPA
  • NTSA
  • National MS Society-Finance Committee-Rochester Chapter

Personal Information

I am married with three children and live in Fairport. I enjoy attending my kids' events, golfing, traveling and spending time with friends.

Interested in finding out more?

It's easy! Contact a Legend Group Financial Professional today.