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VerifiedFinancial Services· Founded 1987

Dan White & Associates

ARE YOU LIVING THE RETIREMENT YOU DESERVE? Dan White & Associates was founded in 1987, specializing in retirement and financial planning. We focus on addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Dan White & Associates houses five financial professionals between our three offices located in Glen Mills, PA, Middletown, DE, and Lewes, DE. Within our offices, we proudly service over two thousand clients in the region. Dan White is an Official Ed Slott Master Elite IRA Advisor As a member of Ed Slott’s Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott’s Elite Advisor Group pass a background check, complete requisite training, attend semi-annual workshops and webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

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HeadquartersGlen Mills, United StatesEmployees11(1 to 10)Annual revenue<$1MFounded year1987Websitedanwhiteandassociates.comLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

11

1 to 10 range

Open roles

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Distinct roles

6

indexed titles

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2

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Monthly traffic

145

organic / mo

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Top roles at Dan White & Associates

6 distinct titles indexed · top 6 shown.

  • 1client engagement coordinator
  • 1customer service specialist
  • 1daniel a white & associates, llc
  • 1director of first impressions
  • 1operations and communications manager
  • 1retirement planning advisor

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