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Daniel J. Reagan CLU, ChFC
Financial Planner in Colchester VT
Areas of Expertise | liability insurance | life insurance | health insurance | disability insurance | business insurance | home insurance | annuities |
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Address
85 Prim Road, Suite 402B
Colchester, VT
05446 -
Contact
tel (802) 861-3400
fax (888) 451-5765
dan@castleadvisors.com -
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Map/Directions
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About
Dan is a financial advisor with over 25 years of experience in insurance and financial services. As a Founding Partner of Castle Advisors, LLP. Dan provides business owners and high net worth individuals with timely solutions to their benefit, insurance and financial planning needs. Helping clients understand and reach their goals through creative solutions is one of his greatest skills. Dan builds lasting business relationships based on integrity, knowledge and quality service.Areas of specialization include Business and Estate Planning, Executive and Employee Benefits, and Wealth Management strategies. He serves with the CPA and Attorney as part of a client's trusted advisory tea
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I've been doing this for 15 years
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Hours of Operation
Mon - Fri 8:00AM - 7:00PM
Sat - Sun Closed
Holidays Closed