Lee, Nolan & Koroghlian, LLC – Insurance / Business Planning / Executive Benefits
Daniel C. Katzeff, CLTC
“I help my clients build a moat around their castle”
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I am Certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTC Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients.
I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org).Supervisory address: 250 Pehle Avenue, Suite 405, Saddle Brook NJ 07663 (973)237-0100 I am licensed to sell insurance in: NJ, NY, CT, PA, FL, DE, CA, MD, VA, DC, VT, MS, LA, KY, MN and securities in: NJ, NY,CT,PA, FL, cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. CA Insurance License #0G73495.