Daniel Beltran - Sun Life Financial Advisor

Feb 2026

The best Financial Advisor you can ask for. We’ve dealt with other financial advisors in the past, but he’s the best by far. He helped us plan our retirement. He answers all our questions and is very knowledgeable. He gets back to us in a timely manner. I would definitely recommend him.

Feb 2026

Excellent service. Daniel has not only helped us learn about the best investment options, but he has also been like a friend, recommending the best option for us. I appreciate his help and that he is always willing to lend a hand.

Jan 2026

Daniel is highly professional and consistently willing to help. He provides honest, well-informed advice with the client’s best interests in mind. He is a trusted advisor, and I highly recommend his services.