Daniel LeRoy- Senior Associate
Phoenix Private Wealth

CONNECT

Address:

6200 Old Dobbin Lane Ste 100
Columbia, MD 21045

Phone:

443-832-1926

My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • 401(k) and other Company Sponsored Plans
  • Keoghs Plans
  • Traditional and Roth IRAs
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

Thanks for visiting.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck