McDaniel Financial Services

“We work with our clients to create strategies that are designed to address having an income for life, whether they live too long or die to soon. We also use insurance products to provide protection along the way.”

As a Financial Advisor, I can offer you the expertise and knowledge to help develop a financial plan that is right for you.

We have been serving the Contra Costa County area for the past 22 years and have 31 years of conscientious and exemplary service for my clients.

The financial planning process I practice is an independent assessment of your financial condition that is designed to help protect you from the pressure to purchase today’s “hot” financial product and puts you in control of a coordinated approach to your financial life. I will listen to your concerns and will act as an addition to your attorneys, accountants and other professional advisors to help develop the best financial plan for you.

Association group rates offered through Mutual of Omaha for Life, Disability, and Long Term Care Insurance products.

I can help you with several areas of planning including Individual Planning and Business Planning. Let’s talk when you are ready

Phone: (925) 798-8455 ext. 218 | Cell Phone: (925) 998-1764 | Fax: (925) 798-8606