Jeffrey S. Daney
Graduate of University of Toledo
Joined Financial Design Group (FDG) in 2007
Series 7 & 66 Registrations with LPL Financial
I began my career in financial services in 1996, before joining FDG in 2007 I spent time in both the banking and financial indus- try. Upon joining FDG I formed a partnership with my father, Robert Daney Jr. who had over 40 years of financial services ex- perience, 22 of those years with Financial Design Group.
Throughout our partnership we pooled our talents and worked as a team to effectively help manage our clients' needs and desires. While Bob retired in late 2017, he remains a constant source of mentorship and advice.
I enjoy working closely with my clients to create, implement and review their financial strategies. My mission is to help protect my clients from life’s uncertainties while increasing the financial potential of their resources focusing on the process, not the product.
I strive to accomplish this by offering a wide range of wealth management tools in the following areas
- Investment and Portfolio Management Services
- Retirement Income Strategies
- Life Insurance and Annuities
- Disability and Long Term Care Insurance
- Comprehensive Financial Planning
- Asset Allocation and Risk Management
- Business Transition and Succession Strategies
My wife, Lisa and I reside in Avon, Ohio with our daughter Jeana and son Dutch. We keep busy with our kid’s numerous ac- tivities but manage to enjoy time at the lake, boating, fishing, and spending time with family.
At Financial Design Group we pride ourselves on our “Legacy of Loyalty” to our clients. We are committed to providing individualized, intelligent, long-term strategies to help address your personal challenges and provide you strategies that can deliver a sense of confidence for generations to come.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Financial Design Group is independently owned and operated.
