I would like to take this opportunity to thank Joe Daley for the excellent work he provides as my financial advisor. Mr. Daley is an honest, gentle and attentive person. When my husband passed away, he took care of all the insurance and financial procedures and made sure I understood everything, given my very minimal…
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I worked for a company for many years as payroll and Group Benefits Manager and we had dealt with a few other brokers on our Group Insurance before we met Joe. In 1999, Joe Daley became our Broker for our Group Insurance and Pension Plan-the change was felt immediately! Joe and his staff were always…
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In late 2009 our former financial advisor was forced to retire due to ill health; it was he who recommended Joe Daley to my wife and myself. This was a time of economic uncertainty. In addition, having been retired for over ten years a review of our financial situation was overdue. In the first half…
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My husband went to meet with Mr. Daley and came home with the decision that he wanted Joe to be responsible for our money. I was both shocked and interested, as my husband had never before showed any interest in making decisions regarding our finances. I agreed to meet with Joe, still planning to take…
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Joe Daley helped me to sell my Business after my partner and I decided that the time had come to sell after 28 years.
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