|
Financial
Advisor
In 1976, Mr. Beane received his Bachelor's
Degree in Liberal Arts from Dartmouth College. He is certified
with New York State Resident Life, Accident, and Health and
Variable Life/Variable Annuities Licenses. He also maintains
Series 7 General Securities Representative, 63 Uniform
Securities Agent State Law and 65 Uniform Investment Advisor Law
licenses.
Mr. Beane has the expertise necessary to
help solve complex financial problems, the resources to keep
your planning current with your evolving financial goals, and
the commitment to provide advice that makes a difference. He
specializes in helping small business owners and other
successful professionals with tax reduction strategies,
investments, and retirement planning. The efficient transfer of
his clients' assets to their children, grandchildren, and other
chosen heirs is always addressed. He finds that well thought out
planning requires a detailed understanding of an individual's
and family's goals and thorough understanding of all facets of
one's current plan. He enjoys the systematic development,
implementation, frequent monitoring, and growth of a
comprehensive financial plan. He takes great pride in the
comfort, protection, and satisfaction that his team's work
offers clients.
[ Return To Staff Directory | Return to Qualifications Index ]
All Original Content ©
1999-2023. Dana S. Beane & Company, PLLC All Rights
Reserved.
If you have any
questions with regards to the use of these documents, please
read our
Disclaimer.
If quoting Dana S.
Beane & Company, PLLC's editorial content in any printed
or promotional materials, Dana S. Beane & Company, PLLC
requires that you submit the quoted material to them, and that
you sign an agreement with Dana S. Beane & Company, PLLC
stating that you will use it in context, attribute the quote
accurately, and identify Dana S. Beane & Company, PLLC as
the source.