Daniel Jeffery Email & Phone Number
Benefits Consultant
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Daniel Jeffery Location
- Syracuse, NY, US
Daniel Jeffery Work
- Private Wealth Advisor @ (November 2025 - Present)
- Benefits Consultant @ Limestone Planning Group, Inc. (January 2009 - Present)
- Member Board of Directors @ Cavalry Veterans Of Syracuse - Troop K (November 2009 - May 2026)
- Certified Financial Planner @ (September 2015 - November 2025)
- Private Wealth Advisor @ Sagemark Consulting/Best Times Financial Planning (June 2006 - November 2019)
- Financial Planner @ The Carta Group (June 2004 - December 2009)
- Vice President @ Affordable Benefit Concepts, Inc. (June 1998 - June 2004)
- Sales Representative @ Managed Comp, Inc (March 1997 - June 1998)
- big @ (January 1991 - January 1998)
- Account Executive @ Health Source, Inc (May 1995 - March 1997)
- Sales Representative @ (March 1991 - May 1996)
Daniel Jeffery Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ (CFP® Certification Curriculum)
2011-2011 - College for Financial Planning
CRPC®
2010-2010 - Landmark Education 1995-2001
- Fayetteville-Manlius Sr., High School
Regents Diploma
- State University of New York at Plattsburgh
Bachelor of Science (Business Management)
Daniel Jeffery Skills
- Alternative Investments for sophisticated investors
- Annuities
- Asset Allocation
- Asset Management
- Asset Management Programs
- Business Planning
- Business Succession Planning
- CERTIFIED FINANCIAL PLANNER™
- Charitable Giving
- Employee Benefits
- Equities
- Estate Planning
- Estate/Asset Protection Strategies
- Financial Analysis
- Financial Modeling
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Funding
- IRA's
- IRAs
- Independent Financial Advice
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care
- Long Term Care Insurance
- Personal Finance
- Personal Financial Planning
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Securities
- Series 7
- Small Business
- Strategic Financial Planning
- Succession Planning
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Certified Financial Planner
Daniel Jeffery Summary
- Daniel Jeffery, based in Syracuse, NY, US, is currently a Benefits Consultant at Limestone Planning Group, Inc. . Daniel Jeffery brings experience from previous roles at Converge Wealth Partners LLC, Cavalry Veterans Of Syracuse - Troop K, Best Times Financial Planning and Sagemark Consulting/Best Times Financial Planning. Daniel Jeffery holds a 2011 - 2011 CERTIFIED FINANCIAL PLANNER™ in CFP® Certification Curriculum @ The American College of Financial Services. With a robust skill set that includes Alternative Investments for sophisticated investors, Annuities, Asset Allocation, Asset Management, Asset Management Programs and more. Daniel Jeffery has 1 emails and 3 mobile phone numbers on RocketReach.
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