Partner @ 1-877-2RETIRE, LLC (December 2015 - June 2021)
CFP @ (January 2000 - June 2021)
Certified Financial Planner @ (November 1994 - February 2005)
Dan Limmer Education
City University of New York, Queens College
Bachelor of Science (Mathematics)
1975-1979
State University of New York
Bachelor of Science (Mathematics)
1975-1979
Dan Limmer Skills
401k
Disability Insurance
Estate Planning
Financial Advisory
Financial Planners
Financial Planning
Financial Services
Fixed Annuities
High Net Worth Individuals
IRAs
Income Protection
Insurance
Investment Advisory
Investments
Life Insurance
Long Term Care Insurance
Long-term Care
Mutual Funds
Pensions
Retirement
Retirement Planning
Small Business
Strategic Financial Planning
Term Life Insurance
Wealth
Wealth Accumulation
Wealth Management
Whole Life
Dan Limmer Summary
Dan Limmer, based in Melville, NY, US, is currently a Vice President, Private Wealth Advisor at Procyon Partners. Dan Limmer brings experience from previous roles at 1-877-2RETIRE, LLC, Planning Solutions, LLC and Innovative Planning Solutions. Dan Limmer holds a 1975 - 1979 Bachelor of Science in Mathematics @ City University of New York, Queens College. With a robust skill set that includes 401k, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners and more. Dan Limmer has 1 emails and 1 mobile phone numbers on RocketReach.
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