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Daniel McCarty

Daniel McCarty

Financial Consultant

Office: (518) 434-7411

With 10 years of experience in the Financial Services industry, Dan currently holds a Series 7 and Series 63 Licenses along with a Life, Accident & Health Insurance License. Dan has built his practice relying on the teachings of financial guru Dave Ramsey. He believes that navigating through the information that is constantly given to you through TV, Radio and Internet can be a daunting task. Dan's experience is that by managing your emotions and not making the wrong decision at the wrong time you have a greater chance of success.

Dan focuses on treating people with integrity and always making sure that he thinks of his clients' needs first. By using questioning strategies and having the heart of a teacher, Dan has a keen knack for helping people get answers to their questions so that they can make sure they are making the right decisions. If you are having questions about financial planning then Dan is your man. He will help you determine your goals and what is the best way for you to meet those goals.

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