Dan Finkel

Dan Finkel is a finance and insurance agency located at 655 Beaver Creek Circle in Maumee, Ohio, United States. As a member of Savage and Associates since 1999, Dan specializes in helping clients build wealth through retirement savings and protecting that wealth with life, health, and disability insurance. He is dedicated to keeping investment fees and expenses low compared to others in the industry. Dan encourages clients to have a monthly savings goal leading up to retirement and a sustainable withdrawal rate in retirement. In addition, he assists those in retirement with Medicare plans and Medicare Supplement insurance.

Dan is a graduate of Miami University with a Bachelor of Science degree in business. He is registered in multiple states for securities and holds designations such as AIF®, LUTCF®, ChFC®, and CFP®. In his free time, Dan enjoys practicing Aikido, bicycling in the summer, and participating in charity events like the MS Bike to the Bay. He is an active member of the Toledo’s Historic Old West End neighborhood.

Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Osaic Wealth is separate from other entities and any products or services referenced. Dan offers securities in various states across the United States. Please note that when you visit external websites linked on this page, you are leaving Dan Finkel's website, and the accuracy of information on those sites is not guaranteed.