Hunter Financial Advisors Inc | Financial Advisor in Tarrytown ,NY

120 White Plains Rd. Ste. 403
Tarrytown, NY 10591
Phone: (914) 366-8000

A Strategic Partner for Your Financial Success


About

At Hunter Financial Advisors, its about more than financial
planning. Its about guiding our clients toward the level of
success they envision for themselves and their families. Its
about forming lasting partnerships rooted in trust and a
mutual passion for creating an abundant future. Its about
people, plain and simple.

We understand that making the right decisions without a clear
path can be challenging. Our advisors are here to help you
develop a personal blueprint to better organize and manage
your financial life. Equipped with more than 70 years of
collective experience, our primary focus is helping families
and individuals, business owners and entrepreneurs to pursue
and exceed their financial goals. From growing and preserving
your assets to managing taxes and planning for the future, we
provide you with exceptional client service across a wide
range of disciplines, including:

Wealth Accumulation and Retirement Income Planning

Business Continuity, Fringe Benefit Planning and Employee
Benefits

Estate Planning

29 Years of Experience



General Information
Firm Start Year:   1987
No.of Employees:   5-9
States Licensed in:   CT, DE, FL, MA, MD, MI, NC, NJ, NV, NY, PA
Number of Years with Current Firm:   29


Services
Investment Types:   Insurance , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Annuities , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Life , Health , Disability , Annuity , Variable Life , Variable Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Financial Services Institute (FSI) , Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   90


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly , Commissions


Board Positions
Organization:  Nyack Hospital Foundation  Nyack NY
Position :  Trustee
Organization:  Nyack School District  Nyack NY
Position :  Trustee - Board of Education
Duration :  07/01/2010-06/30/2016

Organization:  www.inspirenyack.org  Nyack NY
Position :  Trustee - Emeritus, Founding President
Duration :  10/1/2005-06/30/2010



FAQs

  • Do you have a customer satisfaction or refund policy? In the 29 years Ive been in practice, I have never received a formal complaint or request for a refund of my services. It is my goal to ensure that every one of my clients receives the quality of service they expect alongside the individual attention they deserve. If a client is not fully satisfied, any consulting and planning fee would be 100% refundable.
  • What are your qualifications? What is your education background? I bring 29 years of experience in the financial services industry and a CFP certification from the College for Financial Planning in Denver, Colorado.
  • What is your approach to financial planning? My philosophy is anchored in the understanding that financial planning is an evolutionary process that must be as flexible and as nimble as everyday life. Our advisors have a reputation for their holistic approach, through relationships based on fidelity and trust, because we believe its the only real way to serve our clients.
  • Will you be the only person working with me? I take great pride in individually serving my clients. My support staff thoughtfully arranges those opportunities and ensures that clients can always reach me directly.
  • How are you compensated? How will I pay for your services? I offer a hybrid of services and investment strategies including comprehensive financial planning for a flat rate, asset management fees and/or commission offerings. Adhering to a fiduciary standard, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service.
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DISCLAIMER

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.

DANIEL M JUECHTER, CFP

DANIEL M JUECHTER, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Daniel M. Juechter, CFP is Chief Executive Officer and Founder of Hunter Financial Advisors, Inc., a firm focused on providing a broad range of financial advisory services. Driven by the simple desire to help people and inspired by the creative potential that lies in the promise of an equation, Dan brings warmth and ingenuity to his practice. As evidenced by his dedication to crafting highly personalized outcomes for his clients, Dan seeks to find deeper meaning behind his work as a Certified Financial Planner professional. He believes sound advice must begin with a holistic approach, not only to spending patterns and investment strategies, but to a persons unique perspective, goals, and values. The result of this methodology is reflected in his professional relationships, many of which began as referrals and continue from one generation to the next. Dans genuine interest in understanding his clients needs combined with a drive to harness the most dynamic and comprehensive financial planning techniques available, pushes his philosophy beyond the standards most people have come to expect. Using research, ongoing education, and an adaptive approach to the ever-changing landscape of our markets, behaviors, and policies, Dan offers his clients the expertise that only three decades in the financial services industry can provide.

My Services


Financial Planning for Individuals

I provide an individualized, integrated approach to developing your personal financial plan. This involves looking at the entire landscape of your fiscal health and how all the elements of your plan can work together to best benefit you. My process encompasses all of your financial life investments, retirement, insurance, taxes, estate planning and your business needs while considering aspects most personal to you, such as your core value system and overall priorities in life. Whether you have certain investment principles to maintain, non- conventional retirement dreams to consider, or sensitive estate planning needs to address, we support the nuances of every clients unique set of goals.


Financial Planning for Businesses

As an expert in your field, youve spent your life building something worth protecting and its my job to help shield and grow the fruits of that success. Business planning that provides significant wealth accumulation opportunities as well as efficient and tax-advantaged wealth transfer and asset protection is at the forefront of my expertise. I provide a comprehensive approach to retirement planning, through all phases and including the following objectives: 1) Increase and preserve your wealth by implementing investment strategies and solutions; 2) Maximize the money you save and invest for your future while minimizing taxes; 3) Make wise decisions about your retirement accounts and plan your distribution strategy as you near retirement for now that you are retired; 4) Preserve, protect and continue to grow your assets after retirement to ensure youll live comfortably and leave your loved ones a lasting legacy of financial security; and 5) Develop a detailed succession plan that meets your business and personal needs, whether you are selling your business or passing it on to a family member, employee or other organization.


Retirement Planning

I offer a strategy-driven approach to financial planning that aims to provide clients with stability, growth, and income in anticipation of and during retirement. Using this approach, we mathematically calculate your risk, inflation-adjust your income, and strive to ensure your portfolio and plan follows an intentional and time-tested course that is by nature, designed specifically for you.


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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