David A. Ranegan

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Introduction: Having a complete understanding of your present situation and knowing what’s most important to you both now and in the future will help me to provide you with the best advice possible in current and subsequent years. Our Approach to Financial Planning - 6 Step Process • Identify and prioritize your objectives and goals, establish and define the client-planner relationship • Conduct a quality data gathering • Analyze and evaluate your current financial status • Develop and present recommendations and solutions tailored to your unique situation • Implement those recommendations upon your request • Monitor the strategies and recommendations and track your goals over the years *Licensed for securities in NY, NJ, PA, AZ, CA, CT, FL, SC *Life/Accident/Health Insurance Licensed in NY, NJ, CT, AZ, FL, SC

Overview

Hired 2 times

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11 employees

17 years in business

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Reviews

5.0

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Kristin D.

Jun 16, 2015

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

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David Ranegan

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our firm's mission is to help our clients build and protect their wealth based on their goals and aspirations. We strive to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. New England Advisor Group has had relationships with people like you to help them lead happier, healthier and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and innovative products and services. Feel free to contact us if you would like more information about the services we offer. We are committed to delivering superior service and look forward to hearing from you.
What is your typical process for working with a new customer?
Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to your financial planning strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds. Analyze: Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies. Recommend: We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation. Implement: If you're satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom. Review: Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals. Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.
What education and/or training do you have that relates to your work?
Life/Accident/Health Insurance License. Series 7 Licensed. Series 63 Licensed.