Daniel R. McGrain, CLU, ChFC

Daniel R. McGrain, CLU, ChFC

Financial Advisor

Phone: 402-392-8409
Fax: 402-397-9573
E-mail:
 

Career Achievements:

Hall of Fame

Hallmark I

Hallmark II

Presidents Cabinet

 

Professional Designations:

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

FINRA Securities Registrations:  Series 6, Series 7, Series 63 and Series 65

 

With over 30 years of experience, I work with clients to chart their financial futures, manage and grow their assets, and protect what’s most important to them.

What’s distinctive about my approach is a focus on objective advice. Through a one-on-one meeting, I can identify your needs and aspirations and the financial requirements for each. We can then discuss suitable strategies that work best to meet both your short and long-term needs. I offer a broad range of financial products and services for individual and business planning needs.

 - Business Planning - Business Succession, Executive Benefits, Employee Benefit    Plans

 - Financial Planning Strategies - Estate Planning, Retirement Planning, Education    Funding

 - Investment Services - Asset Accumulation, Wealth Management

 - Risk Management - Life Insurance, Annuities, Disability and Long Term Care    Insurance

Working with both individuals and families, I focus on long-term planning to provide the highest level of planning services available. Whether it’s a young couple just getting started with an IRA or a high net worth client looking to secure future generations, I take the same approach to helping prioritize and implement the strategies that work best for you.

As a business owner, I understand firsthand the challenges of building a successful business. I work with businesses ranging from sole proprietorships to corporations. I approach business planning in the same spirit of entrepreneurship—by recognizing the specialized needs of smaller and mid-sized companies and providing strategies to help effectively fulfill those needs.

Please contact me via email at daniel.mcgrain@axa.advisors.com or by phone at 402-392-8409, for a complimentary initial consultation. I look forward to getting started today in helping you achieve your financial goals. 

California Insurance License #: 0K97143


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.