Daniel Watson Agency, Inc.
Daniel Watson, ChFC,CLU,RHU
Welcome to Daniel Watson Agency, Inc.

Thank you for choosing our site to fill your financial needs. 

This site is designed to give you an overview of our firm's capabilities.   We offer investment advising, financial planning and insurance services to individuals and companies.  Our goal is to provide solutions for our clients by offering a wide array of products and services.  After you have seen some of what we can do, contact us so that we can offer solutions for you.

Latest Video Client Alert
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    Do you really know as much as you think you do about your 401(k) plan? Let's find out.
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    As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning
  • Frequently Asked Questions on Opening a 529 Plan Account
    529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529
  • My employer now offers wellness benefits as part of its employee benefits package. But what are they?
    It's no surprise that your company has started offering wellness benefits, since many employers are already offering these types of programs as part
  • How do I compare my health insurance options during open enrollment?
    The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,Member FINRA,SIPC and Registered Investment Adviser, PO Box 64284, St. Paul,MN.  55164-0284

Daniel Watson Agency, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IN, MI, MN, NC, PA, TN, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.