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Daniel L. Lamb Financial and Insurance Services

Company: Daniel L. Lamb Financial and Insurance Services
Contact: Daniel Lamb
Address: 21735 Highway 18
City: Apple Valley
State: CA
Zip: 92307
Phone: 760-247-7990
Fax: 760-961-2494
Email: dan@termteam.com
Website: www.danlamb.us

About My Practice

Serving Riverside and San Bernardino Counties with Investment Advisory Services, Medicare, Life & Health Insurance, and Long-Term Care Insurance. Stocks, Bonds, ETF's, Annuities and, Mutual Funds.

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: www.FedImpact.com/DL

Offering Advice Since

2002

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: Life & Health
Security Licenses: 6 , 63 , 65
Investment Advisor Registration:  First Advisors National
Associations & Affiliations:  U.S. Marine Corps Veteran

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

First Advisors National (RIA)

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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