I am an experienced financial advisor with a demonstrated history of working in the financial services industry.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will partner together to monitor your progress to ensure you stay on track. Throughout it all, we're dedicated to providing you with the best client experience.
In my spare time I enjoy cooking, working with community events and traveling with my family.
Our office is here to build one-on-one relationships with our clients to help with all of their financial needs.
My Personal Interests
- Coaching Sports
- Sports Enthusiast
- Movies & Entertainment
Phone NumberDaniel Newman at (225) 261-8262
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 12:00PM|
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