Daniel F. Griffin

About Me

About My Firm

Registered Representative, Securities America

Daniel Griffin joined Securities America Inc as a registered representative in December 2007, and is licensed in TX, and WI. January 2008 he became an investment advisor representative with CRG Financial Services Inc., WI.

Daniel Griffin is a Brookfield, WI financial advisor and has been in the insurance and financial industry since 1988. He joined CRG Financial Services and Securities America,Inc. in December of 2007. His practice involves working closely with individuals and couples as a trusted adviser. Dan specializes in helping near-retired and retired persons. He strives to work as a team member with his clients, their attorney and accountant to accomplish their insurance, financial and estate planning goals. In addition, Dan can assist people with planning and passing on the estate to the next generation in the quickest, simplest and tax efficient manner possible.

Dan was born and raised in the Milwaukee area. He attended Marquette University High School and Marquette University. He is happily married with 2 adult children.

Brookfield, WI and surrounding areas including Southeastern Wisconsin including Washington County, Ozaukee County, Waukesha County, Milwaukee County, Fond Du Lac County, Dodge County

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Tax Planning, Insurance, Estate Planning, Education Planning, Asset Management

CRG Financial Services, Inc. is an independent and privately owned Registered Investment Advisory Firm. Combined with our sister company, CRG Services, Inc., we have over 25 years of combined customer service experience. We take pride in listening to our clients and developing an investment plan tailored to their wishes. As an independent firm we are completely objective, without production requirements to meet or specific products to sell. We work extensively with our clients, advising them on their personal and employer based retirement plans. Together with the client, we discuss how best to balance risk and reward in the market.

CRG Financial Services, Inc. uses a highly disciplined approach to retirement plan investing that is logical and organized. Our firm partners with you, the retirement plan investor, in order to help you make better investment decisions and regain control of your retirement plan investments. Our firm culture is based on good investment advice, education and care.

We believe strongly that given the appropriate level of advice, you can and should call your own shots in your retirement plan. The ability to understand your retirement plan options and control the risk you take with your retirement money allows you to react unemotionally to a rising or falling stock market - instead of guessing at what to do next.