Daner Wealth Management

Business Contact

Marc Daner

Registered Investment Advisor

Search Professional Contact Details

Contact Information

Daner Wealth Management
11475 Great Oaks Way Suite 340
Alpharetta, Georgia, 30022
Get Directions

Phone: (770) 368-6033

Web: www.danerwealth.com

Email: marcd@danerwealth.com

Edit: Edit or Remove

Last updated on Sep 8, 2023

Call Email

Write Review

Add Photos

Business Description

Daner Wealth Management is a fee only financial planning and investment management firm. We help clients plan for a secure retirement, manage assets and liabilities and avoid unnecessary taxation. Contact us with questions about 401(k) rollovers, retirement income, investing or tax and estate planning

Industry
Financial Services » Financial services; Finance other

Engaged in:
Financial consulting services, Fund management activities, Other financial service activities, except insurance and pension funding activities, n.e.c.

ISIC Codes
6499, 6630, 7020
NAICS Codes
523920

Questions & Answers

What is the phone number for Daner Wealth Management?

The phone number for Daner Wealth Management is (770) 368-6033.

Where is Daner Wealth Management located?

Daner Wealth Management is located at 11475 Great Oaks Way Suite 340, Alpharetta, Georgia, 30022.

Is there a primary contact for Daner Wealth Management?

Marc Daner (Registered Investment Advisor) at Daner Wealth Management.

What is the web address (URL) for Daner Wealth Management?

The website for Daner Wealth Management is www.danerwealth.com.

Similar Companies Nearby

Verbatim Financial
Financial services
6095 Lake Forrest Drive #260

Effective 1031 Planning
Financial services
309 East Paces Ferry RD NE

Aspy Holdings LLC.
Financial services
1700 Northside Drive Suite A7 #5715

Businesses in Zip Code 30022

Businesses in 30022: 13,848

Population: 67,945

Price

Moderate: 60%

Inexpensive: 26%

Expensive: 11%

Very Expensive: 4%

Other: 0%

Area Codes

770: 59%

678: 29%

404: 9%

Other: 4%

Neighborhoods

Bellingrath Commons: 6%

Ellard: 6%

Maxwell Road: 6%

Nortpoint Commons: 12%

Royal: 7%

Saddle Bridge: 5%

Other: 58%

Stats and Demographics for Zip Code 30022

Race

White: 79%

Asian: 8%

Black Or African American: 7%

Hispanic or Latino: 4%

American Indian Or Alaskan Native: 0%

Other: 1%

Gender

Female: 51%

Male: 49%

Other: 0%

Business Lookup

Coffee

Shopping

Banks

Hotels

Pharmacy

Taxis

Gas

Automotive

Beauty & Spas

Find nearby businesses