Financial Planning Services from Daniel Wesley Financial

Client Visit

I visit majority of our clients at their home, where they feel more comfortable. However, our office is always available for a visit.

Client Safeguard

The staff of Daniel Wesley Financial maintains contact with each client. From a billing error with a health provider to reviewing lower premium rates, we continually focus on keeping costs the lowest for each client.

Medicare Supplement Plan Premium Rates

Daniel Wesley Financial is a member subscriber to the national firm CSG Actuarial. This allows us to review rates with every single insurance company in South Carolina. This gives our clients the lowest cost available.

Prescription Drug Plans

Daniel Wesley Financial will run a complete drug plan comparison based upon your medications, dosage, frequency, and your favorite Pharmacy. This is a free service for all our clients. This effort saves thousands of dollars for our clients.

Long Term Care and Short Term Care Planning

Our motto is be safe, be comfortable, and be in control. We organize a strategy that will meet the funds needed to pay for care. Planning takes into consideration staying at home, a facility, family needs, spouse, and family.

Annuities

For each client interested in an annuity, we take the time to explain all features and benefits. We keep the discussion in a simple language, not the confusing insurance language. We want each client to have a clear understanding of the product purchased.

Annual Review

Once a client with Daniel Wesley Financial, always a client. We don’t go away. We care about each of our clients.


About Us

Whether you are looking for life insurance, retirement planning, or supplemental Medicare plans, you can trust Daniel Wesley Financial to find the best options for you.

Call Us (864) 248-4733

3 Rose Circle
Greenville, SC 29607

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