NewMarket Financial Advisors
Daniel H. LaHaie Dan LaHaie earned his degree in 1991 in Accounting, spending 7 years in that field before becoming a financial advisor. Dan acquired his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) securities registrations with LPL Financial and Insurance Licenses in 1998 and has over 11 years of experience in helping families and small business owners financially plan for their current and future goals. Dan’s business mission statement is: To serve individuals’ and families’ financial planning needs by providing personalized solutions, with the result of empowering individuals and families to achieve their unique financial goals. Dan’s clients can expect to have independent, research-driven strategies to addresss for their financial planning, investment and insurance needs. They will receive regular contact through phone calls, a semi-annual plan review using state-of-the-art technology and regular educational and appreciation events. Along with Dan’s assistants Tina Forchione and Loretta Spadafora, his office offers a broad and deep level of professional experience both in financial planning and administration. A strong office offers Dan as advisor the energy, ideas and experience that he passes along to his clients. Dan is a board member and President-elect of the North Canton Rotary club. Dan is married to Jennifer and they have 3 children, Harrison, Tate and Teagan. Phone: (330)453-2219 Email: dlahaie@nfa.bz |