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Locally owned

Dan Anderson - Mutual of Omaha Advisor

financial advisors · Irving, TX
DAfinancial advisors

The short answer

Dan Anderson - Mutual of Omaha Advisor is an independently owned financial advisory practice in Irving, TX.

There are 9 financial advisors listed in Irving, TX, and 0 of them publish a customer rating.

Compared with them, every one of them is locally owned.

Work they list includes planning, investments, and retirement.

Little Birdy confirmed 2 of 6 trust details. Not on file: a founding year, a stated license or insurance, a public customer rating, and a stated warranty or guarantee. Nobody paid to appear here.

How Dan Anderson - Mutual of Omaha Advisor compares locally

See how Dan Anderson - Mutual of Omaha Advisor compares with 8 nearby financial advisors — by ownership and track record.

What we could confirm

2 of 6 details
Ownership assessed
Years in business
License & insurance stated
Customer rating on file
Website listed
Warranty or guarantee mentioned
Little Birdy shows what it can confirm from public sources and the business’s own listing, and marks the rest as unknown. Nobody paid to appear here. Something wrong? Tell us →

About Dan Anderson - Mutual of Omaha Advisor

Dan Anderson - Mutual of Omaha Advisor is a financial advisory practice working in Irving, TX. The work they list covers planning, investments, and retirement.

Little Birdy found no national franchise or investment-firm parent, so it is recorded as locally owned. Little Birdy lists 9 financial advisors in Irving, TX in total, so there is a real local set to compare against.

Little Birdy could confirm 2 of 6 trust details for Dan Anderson - Mutual of Omaha Advisor. Still missing: a founding year, a stated license or insurance, a public customer rating, and a stated warranty or guarantee. That does not count against the business. It means the detail is not published anywhere we can read it, and the owner can add it at no cost.

Financial Advisors serving Irving, TX.
In Dan Anderson - Mutual of Omaha Advisor’s own words, from agents.mutualofomaha.com.

Reviews

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What Dan Anderson - Mutual of Omaha Advisor does

Planning

Goals, budgets, and strategy.

Investments

Portfolios and management.

Retirement

Long-term planning.
Taken from what Dan Anderson - Mutual of Omaha Advisor publishes about its own work.

Contact & location

Service areaIrving

9 local financial advisors in Irving, TX

BusinessOwnershipTierRating
Dan Anderson - Mutual of Omaha Advisor · this businessLocally ownedUnrated
Creating & Managing WealthLocally ownedUnrated
Dominic Dougherty - Advising For LifeLocally ownedUnrated
Empowerment Financial Advisors, LLCLocally ownedUnrated
Halcyon Wealth AdvisorsLocally ownedUnrated
Jay Courtney, JJR Financial, Northwestern MutualLocally ownedUnrated
JMA Financial AdvisorsLocally ownedUnrated
The Fox AllianceLocally ownedUnrated
United Capital Financial AdvisorsLocally ownedUnrated
Compare all 9 financial advisors in Irving, TX

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Locally owned
Dan Anderson - Mutual of Omaha Advisor
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