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  2. Jeffrey S. Daney

Jeffrey S. Daney

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Jeffrey S. Daney
Financial Advisor
Phone: 
419.843.4737
E-mail: 
jeff.daney@fdgonline.com

Graduate of University of Toledo
Joined FDG in 2007
Series 7 & 66 Registrations

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 meet 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
  • 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 solve your personal challenges and provide you real solutions that can deliver a sense of security for generations to come.
 

Jeff is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC.

Financial Design Group is independently owned and operated. T# 3443368 DOFU: 2/2021

 

 

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Contact info

  •   3230 Central Park West suite 100, Toledo, Ohio 43617
  •   (419) 843-4737
  •   service@fdgonline.com

Financial Design Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

We have various representatives that are licensed and registered to conduct business in the following states: AK, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with Financial Design Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Design Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3074991 DOFU 06/2020

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