Daniel J. Reagan CLU, ChFC

About

Dan is a financial advisor with over 25 years of experience in insurance and financial services. As a Founding Partner of Castle Advisors, LLP. Dan provides business owners and high net worth individuals with timely solutions to their benefit, insurance and financial planning needs. Helping clients understand and reach their goals through creative solutions is one of his greatest skills. Dan builds lasting business relationships based on integrity, knowledge and quality service.Areas of specialization include Business and Estate Planning, Executive and Employee Benefits, and Wealth Management strategies. He serves with the CPA and Attorney as part of a client's trusted advisory tea