Frequently Asked Questions

Why should I go to Dan Ross Financial Services instead of buying insurance on-line?
We provide you with the "personal touch." You will work with an experienced and professional agent who will design a plan to meet your individual needs and provide you with excellent customer service. Dan Ross Financial Services offers solid protection with competitive rates, so your agent will "shop the product" for you.

What products and services do you offer?
We provide life insurance, income protection insurance, long term care insurance, Medigap coverage, annuities, IRAs, mutual funds, pension plans, estate planning, retirement planning, college funding, and more.

Can you give me advice on my existing policies or investments?
Yes! We would be happy to review your current coverage to determine if it meets your present and future needs.

Who needs insurance?
Whether you are a single parent, married couple, business owner, college student or retiree, anyone who wants to protect themselves, their family, their business or their assets, should consider an insurance plan.

Securities offered through
Cadaret, Grant & Co., Inc., Member FINRA/SIPC