Client Center
For tax documents please proceed to Client Center

Daniel Watson

Financial Consultant

Daniel Watson

Financial Consultant

About Dan

Daniel Watson has been in financial services for more than a half century. He operated a solo practice providing investment advice and financial planning to individuals plus employee benefits to groups until his merger with MGFS.

His philosophy is to present competent alternative solutions to each client. It is his belief that decisions having been made after an analysis between competent alternatives end up being the most appropriate ones for the client.

Outside the Office

Dan and his wife, Suzy love playing golf and writing fiction novels together, he is the author and she as his editor.

Dan’s Accreditations

Daniel has the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a graduate of the University of Washington with a degree in psychology.

Return To Our Team

Are you ready to get started with MGFS? Regardless of your situation the MGFS team will diligently work to get it done right – which involves providing you with our undivided attention from planning to execution to follow-up.

Ready to start?

Contact MGFS

Office: 630-656-6312

Fax: 630-206-1677

1801 South Meyers Road,
Suite 150
Oakbrook Terrace, IL 60181

contact@mgfs.net

Facebook Linkedin

MGFS Blog

Osaic Form CRS. Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Copyright 2024 © Managed & Guided Financial Strategies, All Rights Reserved. Website by Whitefrog.