skip to main content
Main Menu
Trifecta Financial Group Logo
  • About Us
    • Schedule With Us
      • My Background
      • Products & Services
        • Our Services
          • Products
            • Advanced Planning Resources
              • Business Solutions
                • For Professional Advisors
                  • Consider a Business Review
                  • Resources
                    • Life Stages
                      • Calculators
                        • Tax Resources
                          • Videos
                          • Account Access
                            • NYL Online Account
                              • NYLIFE Securities
                                • MainStay Mutual Funds
                                  My Background

                                My Background

                                Family Picture


                                I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their businesses. In fact, that's one of the reasons I joined the company back in 2008. I was impressed with how my agent had taken care of me, and that everything he shared made me a better person, parent, and business owner. Eventually getting burned out on the business I was currently in, I walked into his office one day and said, "How do I become you?" After getting properly licensed and researching the best companies to work with, it came down to New York Life. Now sixteen years later I still enjoy making the impact on people's lives, just like he made on mine.

                                I have spent most of my life in WV, but always had a special desire about living and working in the Carolina's. Since my first visit as a child I was drawn to the similar natural beauty of the states, with the addition of coastal experiences and growing urban opportunities. Regardless of location I maintain a vested interest in seeing my friends and neighbors succeed in achieving financial security. My work continues to focus on providing the highest level of service no matter where we are in the world, or where we are in life. I have many of the same aspirations as my clients and am happy to share with you all the resources New York Life has to offer.

                                Depending on your needs, I can introduce you to ways to protect your family's lifestyle and future; prepare for major financial events such as retirement, paying for college, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am licensed to sell insurance through New York Life Insurance Company (and other companies in order to meet the specific needs of the client), and am a Registered Representative of and offer products & services through NYLIFE Securities LLC (Member FINRA/SIPC). In addition to my experience, I have a degree in Business Administration from the University of Charleston, have participated in New York Life's well-known training program, NYLIC University, and am an Executive Council level agent within the company.

                                Of course, my background isn't really what matters most. Beyond the unmatched resources I have throughout the NY Life family of companies and consultants, to be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

                                Disclosure

                                Daniel Fisher is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY, NC, OH, PA, SC, and WV. No insurance business may be conducted outside the states referenced.

                                Daniel Fisher is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 244 Kenna Dr, South Charleston, WV, 25309, 843-867-2200. In this regard, this communication is strictly intended for individuals residing in the states of NC, SC, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

                                TRIFECTA FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                Neither TRIFECTA FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                For more information about NYLIFE Securities LLC and its investment professionals.

                                Click here
                                TRIFECTA FINANCIAL GROUP Logo

                                Connect on Social

                                Linkedin
                                • About Us
                                  • Schedule With Us
                                    • My Background
                                    • Products & Services
                                      • Our Services
                                        • Products
                                          • Advanced Planning Resources
                                            • Business Solutions
                                              • For Professional Advisors
                                                • Consider a Business Review
                                                • Resources
                                                  • Life Stages
                                                    • Calculators
                                                      • Tax Resources
                                                        • Videos
                                                        • Account Access
                                                          • NYL Online Account
                                                            • NYLIFE Securities
                                                              • MainStay Mutual Funds
                                                              • Contact Us

                                                                Copyright . New York Life Insurance Company. All Rights Reserved.

                                                                Privacy Policy

                                                                NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                For additional information, visit Customer Relationship Summary.pdf

                                                                Your Privacy Choices