Dan White & Associates

"Dan and Alison have been invaluable financial advisors for me and my family. My parents have used them for many years. When my father passed away, they made sure my mother was taken care of. She is financially set for life, thanks to Dan White and Associates! Seeing how well they did for my parents, I decided to make them my financial advisor as well. Alison helped me open an annuity and gave me advice on my 401k assets. I now have peace of mind about my financial future!"

"Been a client of Dan White & Associates for over 8 years. Their staff always answer the phone and give immediate help or have an expert call you back to answer questions. Dan is very trustworthy and executes his fiduciary responsibilities in an exemplary manner. We have never doubted his advice and are very happy with the financial products we purchased."

"Months before I retired (which was on 3/15/20 18) I knew I needed to seriously consider my financial options. After several calls to different companies I decided to go with Dan White & Assoc. I am so very glad that I did. For the past 5 years I have not had to worry about my money. It is safe where it's at. I meet yearly with Dan Simon in Middletown and he has always given me the best advice. Although the decision is always mine to make, his expertise in this business is greatly appreciated. Dan White & Assoc has my back and I'm grateful for all they do for me."

"We attended one of Dan's seminars in 2010 and scheduled an appointment to meet with him shortly after. He gave us a lot of information and eventually helped us set up a retirement plan that has provided us with the security that we were looking for. I joked with Dan, saying this sounds too good to be true. I did a great deal of research before I committed and I have to say this may be one of the best financial decisions we ever made. Thanks Dan."

"Today I had an appointment with Dan and that went well. But he set me up with Kiersten for Medicare and she was fantastic. She spent over an hour and a half or more with me. I definitely was educated in a way that I felt calm and trustful. She is a great asset to Dan White‘s team. I look forward to having more time with her because she said she will always have my back, she was the best thank you again Kiersten!"