PERSONAL STATEMENT

“One of my best attributes is listening carefully to my clients and fully understanding their needs and concerns. I truly care about my clients and the people closest to them. All of my clients have their own unique needs and varying circumstances, so I always customize their solutions for their individual needs. I work hard to help them identify their needs in order to provide the most appropriate  information and solutions to best help them meet their goals. This can be a moving target, so I keep up to date and check in periodically to make sure that we are still on track with their solutions.  I believe that an educated and informed client will be more secure and happy with the knowledge they have gained and what we implement together.”

– Brian Daly, Principal Advisor

BIOGRAPHY

Brian’s career began in the media, including working for The Walt Disney Company as a Regional Marketing Manager For The Disney Channel. In 1990, he made a career change and entered the Insurance /Financial Services Profession. Over the years he has built his business primarily working with small business owners, professionals and hard-working families throughout the NY Metro Area. He strives to provide his clients with the best possible advice and the best product solutions for all of their protection and financial needs. He resides in Mountainside, NJ and is married to Cathy, with 2 children and one grandchild. He enjoys spending time with family and friends, the Jersey Shore, swimming and body surfing, skiing, exercising and traveling.