Featured Business Financial Advisor in South Barrington, IL
South Barrington Financial Advisors
Raymond James Financial Services, Inc. Member FINRA/SIPC
33 W. Higgins Rd., Suite 2050
South Barrington, IL 60010
(847) 8518790ext240
“Independent Solutions from Independent Advisors”
Advisor Profile
Dan Savas, CFP
Name:  Dan Savas, CFP
Phone Number:  (847) 8518790ext240
Website:  Visit Website

About Raymond James Financial Services, Inc. Member FINRA/SIPC

Life changing events, such as retirement, divorce, and inheritance, involve critical financial decisions that have lasting consequences and must be made with great care.

I believe that achieving and maintaining financial independence, the main goal of my clients, is done on purpose, not by chance. You must plan for it, however the outcome is heavily influenced by the manner in which you navigate through volatile financial markets and changing times. For this reason, a trusted advisor who understands you and your priorities can be a valuable resource.

I also want to contribute to my clients' increased feelings of financial confidence and independence by:

- Treating each client as I would want to be treated
- Giving well-researched, thoughtful, and professional financial guidance
- Maintaining a conservative, long-term investment perspective
- Selecting and monitoring appropriate investments to meet each client's needs
- Planning to accomplish a suitable standard of living for every client
- Helping each individual maintain personal financial independence for their lifetime
 

General Information

Gender:    Male
CRD#:    4330638
Name of Broker/Dealer:    Raymond James Financial Services
States Licensed in:    IL, WI, FL, MO, PA, CA, CO, IN, TX
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    12
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS, Management - Purdue University
College for Financial Planning
 

Services

Investment Types:    Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner (CFP�)
Securities Licenses:    Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Life, Annuity, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Crystal Lake Chamber of Commerce, St. Sophia Greek Orthodox Church, Faith in Action of McHenry County (non-profit assisting seniors), Crystal Lake Community Band
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $200,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    1%
Additional Details on Charges:    Fees vary depending on services and size of investment portfolio.
 
 
 
Prepared By: Dan Savas, CFP

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