Daniel Perez is a registered representative and offers securities through MML Investors Services, LLC. Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you.
I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.
I begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. I listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do I match a diverse array of products to your specific needs.
To you, I pledge my knowledge, expertise, resources and dedication to integrity in all that I do.