Testimonials

“In our small Firm we need to be able to call on experts in specialized areas.  Whenever I have a difficult life insurance case, I turn to Dan Smith.  He always has the answers and really cares about the client.  The follow up is extraordinary.”

David L. Godfrey
Gunn, Godfrey and Allison
Westport, CT 


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“Dan Smith has been my insurance and financial mentor for over ten years.  His professional, honest, intelligent and responsive manner has made him a pleasure to work with.  It has been rewarding to highly recommend Dan to others.”

James F. Murphy, Pesident
Sutton Associates
Hicksville, NY

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"Dan possesses a rare breadth of knowledge: insurances services, estate planning, retirement planning, and other related areas.  He applies these willingly, with responsiveness, flexibility and first-rate judgment.  In my 50 years of business background, I haven’t encountered another individual as helpful.  Besides, he’s a delight to work with."

Gordon P. Polley, Chairman
Institutes for Pharmaceutical Discovery, LLC
Branford, CT

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 “Dan Smith has been my insurance resource for over 10 years. Dan provides me expert guidance and counsel with my personal and business insurance needs. As far as I’m concerned, Dan’s knowledge in the field is second to none.  I frequently recommend Dan Smith’s services to others.”

John H. Thommen, President
Ocean Marketing, Inc.
Guilford, CT

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck