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Daniel Watson, ChFC,CLU,RHU

About Daniel Watson Agency, Inc.

Our firm provides investment advising, financial planning and insurance services to individuals and companies.  Over the years, our firm's full range of financial services has helped many individuals and companies achieve their financial objectives.

 

Individuals use our firm for investment advising, financial planning and insurance services.  Companies use our firm for employee benefits.

 

A large part of our practice is providing financial planning and investment advising to employees of public schools, colleges and universities along with certain nonprofit organizations under the 403(b) Program.

 

Our approach is simple.  We take the time to find out the wants and needs of our clients.  Our research of products and services allow us to design financial plans that offer our clients the ability to choose among alternatives.  We think a choice made from competent alternatives will result in a better solution.



Daniel Watson, ChFC,CLU,RHU


Daniel Watson Agency, Inc.
2607 W.22nd. Street
Suite 46
Oak Brook, IL 60523

630-572-0260

 
 
 

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 with Woodbury 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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