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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Verified contacts
7
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
145
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CM
Caitlin McCarthy
Director of First Impressions · Operations
EmailPhone - LF
Lauren Forland
Operations and Communications Manager · Operations
EmailPhone - DS
Dan Simon
Retirement Planning Advisor · Finance & Accounting
EmailPhone - BF
Bridget Fay
Client Engagement Coordinator · Operations
EmailPhone - AS
Alison Slezak
Daniel a White & Associates, Llc · Other
EmailPhone
Showing 5 of 7 verified contacts
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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