The Warren Group Wealth Management

We were referred to Dan Warren by a friend a few years ago and we could not be happier with the investment planning and advice he has given us. We are not financial experts by any means, and Dan does a phenomenal job of explaining and implementing the strategy he feels will help us accomplish our financial objectives. I would highly recommend Dan to anyone looking for a wonderful and trustworthy advisor!

Dan Warren has done an unbelievable job in helping us with our money management, investing and financial planning. His approach made things seamless by analyzing our situation and creating a plan to help address our goals and objectives. Once we put the plan in place, he regularly monitors our progress and makes adjustments along the way as needed. He manages all of our investments and uses a diversified approach which has seemed to limit the volatility that we were seeing with our other Financial Advisor. He also referred us to an Estate Planning Attorney, Private Banker and CPA whom he works closely with so that we now have a team helping us accomplish our financial goals.
We highly recommend Dan to anyone seeking an honest, intelligent and hard working Advisor who always puts his clients needs and goals first.

What a pleasure it is to find someone with integrity in the financial world! Dan has done a fantastic job in managing our money and has given us sound advice in all aspects of our financial planning. He takes a very measured and diversified approach to managing our money and we could not be happier! I would highly recommend Dan Warren to anyone who is looking for an honest and intelligent advisor.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their his own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances.
I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

We have been working with Dan Warren for the past eight years and cannot express what an excellent job he has done for our family and business. He is a consummate professional, is constantly checking in with us informing us of current market conditions and always seems to give us the right recommendations. We have referred Dan to many of our family and friends with the utmost confidence.