Dana Halpern

Two decades ago, influenced by my Grandmother, who worked at New York Life, I decided I could make an impact on the lives of others in an important way. As I work with my individual and business clients, I strive to take the anxiety out of creating financial stability, while also creating opportunities for them to learn as they increase their wealth. I try to make the process as stress free as possible. For me, helping others is in my “DNA”. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.