I work diligently to understand what's most important to my clients, use an established process to generate personalized financial strategies and partner with them throughout the years to achieve their financial goals.
In developing a personalized financial strategy, I team up with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. Regardless of where you are in life, there are some foundational risks that can affect even the best-laid plans. I can work with you to put strategies in place to help you prepare for current and future needs such as ongoing retirement income, life insurance and long-term medical care.
Our Edward Jones team provides personalized client care with a familiar voice and a local presence. But we're not alone. Thousands of professionals in our home office support us every day to ensure you receive the most current and comprehensive investment guidance. This combined team forms the foundation that has made Edward Jones a top choice for the serious, long-term investor for nearly 100 years.
My goal in this profession is to connect with people in order to provide highly personalized and goal oriented service. Relationships are the key to this and the more I listen, the more I learn. I look forward to meeting with you and your family to start establishing that relationship and working toward a lifelong connection.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Socially Conscious Investing
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Table Tennis
Office Address37699 6 Mile Road Ste 270
Livonia, MI 48152
Phone NumberDan Kelterborn at (734) 266-8268
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More