Skip to Main Content

Dan Furman grew up in upstate, New York. Dan has always had a knack for helping others. He eventually realized that he wanted to help people in a very specific way – financially. Since then,
Dan has spent over 15 years in management, leading successful teams in providing the best financial options and excellent customer service from start to finish.

Along with his vast experience in finance, he is a talented leader that believes transparent communication is key. Dan understands that financial situations and goals completely differ from client to client, which is why he works hard to best understand your specific needs. Dan and his team believe in retaining customers for life, so they ensure they are available 7 days a week for you. Dan always says, “Any questions, anytime”.

Dan currently lives in Saratoga County, New York. Outside of work, Dan enjoys boating, fishing, bowling, visiting the Saratoga Racetrack, and mostly spending time with his daughter, Madison, and wife, Brittany.