Organization Chart

Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve great results. We are proud to partner with several organizations, and existing team members you trust, who provide us with unparalleled support and resources. These strategic alliances are chosen because they allow us to best meet the needs of our clients, no matter how simple or complex they may be.

Finn Financial Solutions Logo

  • Life insurance
  • Long-term Care Insurance
  • Retirement Planning

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Ash brokerage Logo

  • Insurance Brokerage1
    (Third-Party Partners)
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Other Advisors Logo

  • CPAs
  • Attorneys

Nautilus Group Logo

  • Advanced Market
  • Supportive Service2
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NYLife Logo

  • Full-Service Broker/Dealer
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The Nautilus Group® Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Daniel Finn works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Learn more about The Nautilus Group®

New York Life Logo

Daniel Finn and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)

NYLIFE Securities Logo

NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service broker/dealer together with competitive investment products and services and a discounted cost structure for clients. As a registered broker/dealer, licensed insurance agency, and wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities, LLC can help us address the needs of almost every level of investor - from the novice to the sophisticated.

Ash Brokerage Logo

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.