Base Wealth Management - Financial Advisor 7301 Merchant Court, Lakewood Ranch, FL 34240

"Dan is a great financial advisor. I have never felt more comfortable with anyone. I have never had a concern about putting my money in his hands. Dan is also a really good guy. I highly recommend San Andreas all his staff at Base."

"I have a relatively small account, but Kyle Howell treated me like a top client from start to finish. His assistance was of the highest quality, and I'm truly grateful for the level of service he provided. Thanks to Kyle, I've not only been able to maintain my account but also feel valued as a customer. It's rare to find such dedicated professionals who go above and beyond, regardless of the account size. Highly recommended!"

"Dan and his team are awesome! He is easy to talk with. He explains everything that’s easy to understand. When I communicate by text or email, he replies to me promptly. He listens to me and I feel that Dan is tuned in to my goals. I’m confident that Dan is working hard for me. I trust him with my investments. I highly recommend Dan to anyone."

"My husband and I started investing with Dan a few years ago and while we have a relatively small portfolio Dan always makes us feel like we are his number one client. Dan and his assistant Kathie are always available to answer our calls and questions. Perhaps the most important thing is the sense of security we feel with Dan, there is no one else we would trust our finances with more than him. Beyond the excellent financial advice, guidance and great returns, his ability to connect and establish relationships with his clients is what sets him apart. Dan is always the first person to wish me a Happy Birthday every year. Whenever we talk on the phone we pick up right where we left off. Dan is very personable and we enjoy working with him tremendously. Dan, think you again for all of your guidance, recommendations and entertaining my husbands crazy investment strategies!"

"Dan has been immensely helpful over several years after I received an inheritance. His knowledge of safe, but hearty investment choices has continued to build a great wealth for me and my family. Dan is always quick to respond to any and all questions I have had. He is easy to work with and doesn’t mind explaining anything I struggle with or have concerns. He is very open and transparent about the best investment choices and opportunities. Besides being great at his job, he is genuinely a great guy. He has always been supportive through all the life events I have gone through. I know I can count on him in planning and preparing my financial needs as I am nearing retirement. I highly recommend Dan for building your financial portfolio! He will definitely do right by you."