Basic Information
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Company
Northwestern Mutual -
Phone
407-754-0534 -
Email
daniel.quintero@nm.com -
Mobile phone
4079227478 -
Website
https://diversewealth.nm.com/services -
Describe How You Would Like To Be Introduced Via Email
I’d like to introduce Daniel Quintero, an Advisor with Northwestern Mutual who partners with businesses to design employer-sponsored retirement programs, executive benefit plans, and risk-transfer solutions. Daniel brings experience working with companies and families to improve their overall financial security and goals.. -
What is your "why"? Why do you do what you do?
My goal in this business is to help people change their family tree through their finances. Where the next generations floor ends up being your ceiling financially. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do they currently have tax efficient distribution strategy for their retirement/investment accounts?
Do you have a plan in place for the most difficult moments in your life?
Do you know the exact number of assets you need to be financially free? -
Title
Financial Advisor / Growth and Development Director -
Hobbies and interest
Spending time with my son and watching Sports
Contact Information
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City / Town
Orlando, FL 32819 -
State
FL -
Zip
32819 -
Country
United States -
Special offers to the group
10% discount on the management fee on any investment account over $25,000 -
LinkedIn Profile
https://www.linkedin.com/in/daniel-quintero3/
Education
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College / University
University of Central Florida -
Graduation Year
2013