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Companies Represented

These are just a handful of the companies available. As an independant advisor, I'm not tied to any particular company.

Fidelity Investments

Vanguard

Franklin Templeton Investments

Mutual Fund Store Edward Jones tdameritrade scottrade

Dano W. LoPresti is an independent CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTED FINANCIAL CONSULTANT™ (ChFC®) and an ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) with Legacy Financial Planning. He specializes in life insurance, investment management, retirement planning and retirement income distribution planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans, and charitable funds. Dano may be reached at 815-786-7851 or by email at dano@legacyfp.com

Securities offered through: Triad Advisors, Inc. Member FINRA/SIPC