Photos for Daner Wealth Management
Reviews for Daner Wealth Management
Add your commentDaner Wealth Management
11475 Great Oaks Way Suite 340, Alpharetta
Directions Call Website Suggest an Edit
11475 Great Oaks Way Suite 340, Alpharetta
Directions Call Website Suggest an Edit
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.
Mark and Kellie make us feel like their only clients even when we know they have many. They follow up with us frequently and create an environment where I feel I can ask questions and seek understanding. We are very happy to have them as our financial advisors.