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Daniel Watson Agency, Inc.
Daniel Watson, ChFC,CLU,RHU
630-572-0260
Danwatson@dwatsononline.com
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
Newsletters
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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 IMPORTANT DISCLOSURES
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

Insurance services offered by Daniel Watson Agency, Inc., which is not affiliated withWoodbury Financial Services, Inc.

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.
 


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