NEW YORK
Your employees are the heart of your organization. Why not give them plan options with more flexibility in investing, and watch your organization yield the most rewards.
At DanDarah Wealth Management, we treat every client like family. We tailor a financial strategy to meet your needs and empower you to
take the next step in achieving your financial goals. With hundreds of investors and businesses who trust us with their financial planning . we’d be honored to
help you plan for your future.
Learn More
Our
Services
01
Analyze For 5500
We find that most plans have red flags that can put you in danger if audited.
02
Prepare Red Flag Report
We will review all the red flags that we find in reviewing your 5500
03
Recommended Fixes
We will prepare a report with recommended fixes to get your plan into compliance
The why, the who, and the how
We want to be a resource for your business
Reduce Your Retirement Workload
The Important Role of a Retirement Plan Advisor
Why Sponsor a 401(k) Plan
"We want to be your go to source for all your retirement plan need. We'll take care of it, so you can focus on your business."
Let's work together.
Domenick D ’Andrea, AIF®, CRC®, CPFA™
Co-Founder Financial Advisor
Stephan Shatarah, CRC®, CPFA™
Co-Founder Financial Advisor
Mailing Address
1400 Old Country Rd Suite 408
Westbury, NY 11590
Phone Number
(516)-338-4888 ext 107/114
Email Address
domenick.dandrea@ceterainvestors.com
stephan.shatarah@ceterainvestors.com
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered
through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera
Investment Advisers LLC.
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