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Danielle Robertson

Danielle Robertson

Financial Advisor

Domicile State: NY
Office: (716) 929-1544 ext. 4
Fax: (716) 929-1545
E-mail:

Website: Visit my web site!

 

Danielle started her career as a Financial Advisor in May 2005. A Western New York 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.
Her focus has always been on building long term, personal relationships with her clients. As a Certified Financial Planner (CFP®), Danielle enjoys working with families and businesses in the areas of wealth management, retirement income planning, life insurance and long term care planning strategies. 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 and the Financial Planning Association. She is a volunteer with Second Chance Sheltering Network where she is able to help less fortunate animals. Danielle currently resides in Clarence, NY with her husband Rob and their two fur babies Seaford and Murphy. In her free time, she enjoys working out, cooking, and spending time with friends and family. 

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., Member SIPC (www.sipc.org). The Voss Group is not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200 CRN202505-2125694
We have individuals licensed to sell securities in: AL, AZ, CA, CT, DE,  FL, GA, IN, MA, MD, MI, NC, NJ, MY, OH, OK, PA, SC, TN, TX, VA, VT, WA
We have individuals licensed to sell insurance products in  AZ, CA, CT, DE, FL, GA, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, TN, TX, VT.
CA Insurance License #, all domiciled in NYElwyn Voss - #0F63769, Nathan Way – OH22337, Jacob Ernst - 4184984

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