Lifestyle Wealth Management

"My conversations with Dan were pleasant, informative and no pressure. He did a great job explaining everything to me and he made it easy to follow along."

"Dan was incredible in helping me understand my benefits and financial situation. He was patient with me and never made me feel rushed off the phone and was very flexible when needing to reschedule appointments. Thanks Dan!"

"Dan and his team are really fantastic. If you are not sure of where you are with your retirement goals, he should definitely be your "to go" place. I was able to attend the retirement workshop where he and his team provided a wide range on information on all kinds of retirement programs and services available to us. He also provided a great report based on my personal needs and goals. He was very knowledgeable, approachable and professional with his approach and always available to answer all the questions I had. The support is endless, and it helps you to narrow down your goals. I definitely recommend his services."

"After having a meeting with Dan I felt more at ease and hopeful about my finances. I was intimidated to start the process of even talking about finance with someone. Dan provided several useful strategies and options to use while navigating my personal situation. He came across as knowledgeable, judgement free, and encouraging. Overall it was a quality experience."

"This workshop was wonderful. It was a guide to my future that I didn’t know I had. I too wished I had attended this workshop and met Dan Cronin sooner. He is great, because of him I now have more confidence and knowledge to forge forward in my retirement."