Danielle Robertson

Danielle Robertson

Financial Services Representative

Phone: (716) 929-1544 ext. 4
Fax: (716) 929-1545
E-mail:
 

Danielle started her career as a Financial Services Representative in May 2005. A Western NY native, Danielle attended Clarence High School and received her Bachelor of Science degree in Finance from the State University of New York at Buffalo’s School of Management. She joined Novity Wealth Solutions, formally Benefit Concepts in January of 2008. Her focus has been on building long term and personal relationships with her clients. She enjoys working with families and businesses in the areas of Long Term Care Insurance, Life Insurance and Retirement Income Planning. Danielle obtained her CLTC, Certified Long Term Care Specialist designation in 2010 and her CFP, Certified Financial Planner mark in 2012. She is dedicated to educating her clients and helping them make financial decisions that allow them to live their definition of success.  Danielle is a member of the National Association of Insurance and Financial Advisors. She also enjoys volunteering for the Susan G Komen Race. She currently resides in Amherst, NY. In her free time, she enjoys tennis, cooking and spending time with friends and family.

Some health insurance products offered by unaffilliated insurers through the Enterprise General Insurance Agency, Inc. (EGA), Somerset, NJ 08873

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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