About Daner Wealth Management
Reviews for Daner Wealth Management
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Daner Wealth Management offers personalized retirement savings plans and financial guidance to individuals in Alpharetta, GA. With a highly experienced financial advisor, the team provides expert advice to create a customized plan that considers changing life circumstances, goals, milestones, and financial priorities. The company prioritizes client interests and delivers client-first service. Reviewers praise the advisor's ability to clearly explain complex financial plans, provide timely updates on market activities, and offer solid recommendations. With a long-term commitment to their clients, Daner Wealth Management is a trusted partner for achieving financial goals.
Marc and the folks at Daner Wealth Management have been absolutely fantastic to work with. They spent so much time with us to understand our goals and nuanced situation, then come up with plans to meet our short, medium, and long term financial goals. They are incredibly responsive to email, and even jump on a call with us when we have immediate needs. I can't recommend them enough, and in fact have sent friends to them with confidence that they'll be well taken care of.
We are fairly new clients of Marc and Kelly. They were recommended by a friend. They have now managed our portfolio for a few years. In a very short period of
time they won our confidence by displaying their transparent financial strategy with very satisfactory results.
Love working with Marc and Kellie. I don't know a ton about investing and was worried about retirement. They walked me through all the scenarios and provided me with peace of mind. I am glad they are now managing my finances and helping me reach my retirement goals.