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Daniel Finnegan, Financial Advisor

FINANCIAL ADVISOR
Daniel Finnegan

CFP®
1640a Cornwall Rd, Lebanon, PA 17042opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • New Investors

About Daniel

I've spent my whole life seeing the impact, stress and relief that finances can have on an individual, a family and a business. I've also experienced how properly planning for the future can help minimize the negatives and capitalize on the positives of an ever-changing market.

I grew up just north of Atlanta, and graduated from the University of Georgia (Go Dawgs!) in 2013. After college, I spent five years building a company from scratch with my brother. During that time, I traveled around the country building face-to-face relationships that started with a handshake. Through this business endeavor, I learned the...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Georgia-AthensBachelors

Personal Interests

  • Sports Enthusiast
  • Movies & Entertainment
  • History and Museums
  • Trivia

Team Members

  • Kristi Hartman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(717) 272-3127

Fax

(855) 621-4260

Office Address

1640a Cornwall Rd
Lebanon, PA 17042opens in a new window

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