Introduction: We provide plan for prosperity. Your interests come first!
Dano W. Lopresti is an independent Certified Financial Planner (CFP), Charted Financial Consultant (ChFC) and an Accredited Investment Fiduciary (AIF) with Legacy Financial Planning.
He specializes in life insurance, investment management, retirement planning and retirement income planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans and charitable funds.
Also offers: 401(k) advising, rollover 401(k)s, IRAs, retirement income planning specialist, life insurance, corporate benefits, educational seminars and college funding, and full range of financial services tailored to your needs.
We serve people that are serious about financial peace of mind by uncovering and correcting landmines that threaten your retirement and financial security!
