Experience

Dan Fisher has been providing financial advice in Ann Arbor, since 2014. He has worked in the Financial Services industry since 2008. Dan focuses on building relationships with clients based on trust, clear communication, and tailored strategies.

Dan provides access to the investment resources help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals —including education funding, tax minimization strategies, retirement assets and services—and then commits himself to crafting strategies designed to help clients pursue desired outcomes, while building, managing, and preserving their wealth for current and future generations.

Dan holds Series 7 and 66 FINRA registrations.