Broker Check
Daniel Abbgy

Daniel Abbgy

Financial Advisor

Born and raised in Southwest Michigan with a degree in accounting and finance from Cornerstone University. I am passionate about educating individuals and families so that they can achieve their personal and financial goals. My mission is being committed to building strong relationships with my clients so that I can remain a resource throughout their lives.

Areas of focus:

• 401(K)/IRA Rollovers Strategies

• Asset Allocation

• Preservation Strategies

• Retirement Income Distribution Planning

• Tax-Efficient Investing and Distribution Strategies

• Guaranteed Income Strategies

• Insurance

• Long-Term Care


*Series: 7, 63, and 66

*Life/Health Insurance