Daniel Ward

Director of Investment Planning Services at Mylestone Plans - Rockville, MD, US

Daniel Ward's Colleagues at Mylestone Plans
Aleksandr Roytman

Director of Retirement Plan Services

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Laura Kreta

Retirement Plan Services Specialist

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Karen Bowen

Front Desk Receptionist

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Laura Kreta

Retirement Plan Services Specialist

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Amir Eyal

401(k) & 403(b) Retirement Plans | Investment Advisory Services | Comprehensive Financial Planning

Contact Amir Eyal

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Daniel Ward's Contact Details
HQ
301-816-3196
Location
Clarksburg, Maryland, United States
Company
Mylestone Plans
Daniel Ward's Company Details
Mylestone Plans logo, Mylestone Plans contact details

Mylestone Plans

Rockville, MD, US • 20 - 49 Employees
Financial Services

Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals. Our firm provides a comprehensive range of institutional services to hundreds of businesses and non-profit organizations, as well as private financial and investment planning to their leadership and employees.Across our clientele, our stellar service, unflagging attention to detail and deep commitment to your success help to set us apart. We invite you to review our site or contact us directly to learn more.Mylestone Plans is a marketing name for, and Amir Eyal and Aleksandr Roytman are registered representatives of, Lincoln Financial Advisors. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor (member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Amir Eyal and Aleksandr Roytman are securities licensed in AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, and WI. CRN-3002790-031920

Designing Cost Effective Retirement Plans Investment Management Comprehensive Financial and Estate Planning Financial Education Nonprofit Benefit Planning
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Frequently Asked Questions about Daniel Ward
Daniel Ward currently works for Mylestone Plans.
Daniel Ward's role at Mylestone Plans is Director of Investment Planning Services.
Daniel Ward's email address is ***@mylestoneplans.com. To view Daniel Ward's full email address, please signup to ConnectPlex.
Daniel Ward works in the Financial Services industry.
Daniel Ward's colleagues at Mylestone Plans are Aleksandr Roytman, Bruce Myles, Sharon Riegel, Laura Kreta, Karen Bowen, Laura Kreta, Amir Eyal and others.
Daniel Ward's phone number is 301-816-3196
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