Mcdaniel Financial
McDaniel Financial is a full service financial concierge firm. We focus on intentional retirement planning as well as inheritance and spousal legacy. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business McDaniel Financial. McDaniel Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McDaniel Financial are not subject to Investment Advisor requirements.
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