Daniel Twomey, CFP®
President / Financial Consultant
Our motto is "Planning today for a brighter tomorrow". It is based on the premise that all clients deserve objective financial advice. We can help, whether it’s planning for retirement, higher education savings, seeking to generate a favorable risk/return on managed assets or using insurance to protect an income/help transfer wealth. Our hope is that we can guide you in accomplishing your financial objectives. Thus, allowing for more time on hobbies or other leisure activities that you may have.
Daniel Twomey is the founder of J&H Financial Services, Inc. He has over 20 years of experience in helping individuals and small business owners alike with financial matters. Dan is a practicing CERTIFIED FINANCIAL PLANNER™ Professional. He currently holds the series 7, 63 and 66 securities licenses with LPL Financial. He also holds a life and health insurance license for New York State. Dan is a past President and Secretary/Treasurer of the Pinnacle chapter of the Business Networking International organization. Dan is also a member of a number of local charitable organizations. The Graybeards and the St.Vincent de Paul society are community-based organizations providing relief for those in need. As a young man in high school and college, Dan was active in a variety of sports including baseball, football and rugby. He still participates in recreational volleyball in addition to enjoying reading, jogging and biking. Dan currently lives in Queens, NY.