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Daniel F. Cosgrove is a Registered Financial Consultant (RFC) and an Accredited Asset Management Specialist (AAMS). Dan has been licensed (series 7, 63, and 65) to help individuals, trusts, and corporations with their investment needs for more than 20 years. He develops individual investment strategies based on their own specifics goals, taking the short-term and long-term risk factors into account. When working with corporations, Dan helps design retirement plans customized to their particular situation. Some plans are very familiar to many people, such as 401(k)s and 403(b)s. These types of plans are limited in the maximum amounts of contributions that are allowed by the tax code. Other types of plans, such as defined benefit plans and 412(e) plans, can be designed with much higher levels of tax-deductible contributions and can be slanted towards the owner(s) of the entity.


Background and qualification information is available at FINRA's BrokerCheck website

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