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Daniel P

Series 65, Series 63

Rockland, ME

New England Financial Services

Daniel Pease is a financial advisor at New England Financial Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he has been involved with Rock Harbor Brewing Company and Rock Harbor, Inc. for over a decade. New England Financial Services is a small advisory firm serving individual investors and plan sponsors, including high-net-worth clients. The firm uses a tactical asset-allocation approach based on fundamental analysis and primarily manages accounts on a non-discretionary basis.

General retirement planning Retirement income strategy Tax strategies for small businesses Wealth management Cash flow / budgeting
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