daniel-dani-gonzalez-maisonet_d3d33eb0e09f433cb877b43cfe6036ca

Daniel (Dani) González-Maisonet

Investment Advisor Representative & Financial Planner

CPA*, MBA

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Retirement Income Planning
  • Business Succession Planning
  • Estate Planning
  • Risk Management Strategies
  • Charitable Giving
  • College Funding Strategies
  • Group Benefits
  • Financial Education

Languages

  • English
  • Spanish

*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Puerto Rico

CRN201912-180567

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