Daniel Finnegan, Financial Advisor located in Lebanon, PA

Financial Advisor
Daniel Finnegan

CFP®
1640a Cornwall Rd, Lebanon, PA 17042opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Inheritance Guidance

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Golfing
  • Movies & Entertainment
  • History and Museums
  • Trivia

Team Members

  • Kristi Hartman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(717) 272-3127

Fax

(855) 621-4260

Office Address

1640a Cornwall Rd
Lebanon, PA 17042opens in a new window

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