Question 1

What services does Laura Day & Associates offer?

Accepted Answer

Laura Day & Associates is a retirement, financial and estate planning team that provides unbiased, comprehensive, and integrated wealth management, financial, and estate planning solutions for affluent individuals and business owners. They work with clients to understand their unique needs and create customized plans and solutions.

Question 2

How does Laura Day & Associates approach wealth management?

Accepted Answer

At Laura Day & Associates, they believe the client comes first. They work alongside their clients to create a flexible but clear and direct roadmap for their wealth management, retirement, or estate planning needs. Their plans are designed to guide and protect clients in the years ahead, regardless of changing market and economic conditions.

Question 3

What qualifications do the advisors at Laura Day & Associates have?

Accepted Answer

The advisors at Laura Day & Associates hold various professional designations, including Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), and Chartered Financial Consultant (ChFC). These designations demonstrate their expertise in financial planning, retirement planning, and estate planning.

Question 4

Does Laura Day & Associates provide tax, legal, or accounting advice?

Accepted Answer

No, Laura Day & Associates and its representatives do not provide tax, legal, or accounting advice. They recommend that clients consult their own tax, legal, or accounting professionals before making any decisions.

Lauraday and Associates

Company Overview

Company Name

Address

Website

Phone

About Lauraday and Associates

Frequently Asked Questions about Lauraday and Associates

What services does Laura Day & Associates offer?

How does Laura Day & Associates approach wealth management?

What qualifications do the advisors at Laura Day & Associates have?

Does Laura Day & Associates provide tax, legal, or accounting advice?

Advertising Pixels

Social Profiles