Finn Financial Solutions | East Hampton, CT
 
 
 
 
 
 
 
 
 
 
 

Healthcare for
Your Finances

Why Finn Financial Solutions

As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee* your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Please use my website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Meet the team

Investments and<br> Retirement Income Thumbnail

Investments and
Retirement Income

Investments are never one-size-fits-all, so we offer a wide array of options in order to best suit you and your personal needs.

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Long Term Care Insurance

This insurance can play a significant role in your overall financial strategy by helping protect your family and assets from the potentially high costs of long-term care.

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Life Insurance

If you're strategizing your retirement, how can you be sure your savings are enough? After all, Americans are living longer than ever.

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Business Planning

You have poured your passion into your business and have a lot to protect now, with big plans for more.

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Forbes Best-in-State Top Financial Security Professional

We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your partnership with our firm. Thank you for making us one of the top firms in Connecticut!

Daniel Finn was chosen as one of just a few insurance professionals in Connecticut to receive this recognition in 2022. Agents were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research’s methodology here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.