Dan Flannery CFA
About
Dan Flannery CFA is from Medfield, Massachusetts, United States. Dan is currently President & Wealth Manager at Balanced Rock Investment Advisors, located in Mount Hope, Massachusetts, United States. In Dan's previous role as a Asset Manager at Cargill Investment Group, Dan worked in until Dec 2012. Prior to joining Cargill Investment Group, Dan was a Financial Analyst & Fund Accountant at Cargill Investment Group and held the position of Financial Analyst & Fund Accountant.
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Dan Flannery CFA's current jobs
Balanced Rock provides fee-only fiduciary investment and planning services to individuals and organizations of all kinds. Our services include wealth management, portfolio management, financial planning and consulting, including for 401(k) and other retirement plan sponsors. We don't sell any investments, and are not paid by anyone but our clients, so we always act in their best interest. We only succeed when our clients do, so we consider them our partners in success.