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Dan Atkinson, CFP®, LUTCF 

Premier Agent
79 Bridge Street
Suite 3
Beverly, MA, 01915
Map |  Driving Directions

Phone: 978-927-3696
Fax: 978-927-2311

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Email: dan.atkinson@prudential.com

Insight

Volatile markets. New tax laws. Upcoming retirement.
Working with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.
You need someone who knows how to help you grow and protect your wealth with appropriate financial and insurance products. As a financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

As a Prudential financial professional, all of my experience and skills are at your disposal.

Please call me today or click the 'Request an Appointment with Me' link below.

0206171-00001-00

Profile 

Professional

  • Certified Financial Planner TM, CFP (R)
  • Million Dollar Round Table ( MDRT ) since 1998
  • Registered Investment Advisor (Series 65)
  • (Series 6)
  • (Series 63)


Personal

  • Dan has one son, Bradley.
  • Originally reared in Lynn, MA , Dan has resided in Beverly, MA since 1982
  • His favorite hobbies include Golf, Tennis, Reading, and Traveling

Licenses & State Registrations

Insurance Licenses
Securities Licenses: CA, FL, MA, MD, ME, NH, NY, OH, TN
Life Insurance: MA, NH, OH
Variable Life Insurance: MA, NH, OH
Property & Casualty: MA
Mutual Funds: CA, FL, MA, MD, ME, NH, NY, OH, TN
Fixed Annuities: MA, NH, OH
Variable Annuities: MA, NH

Next Steps

Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs.

Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.

Dan Atkinson is associated with the Greater New England Office, 595 Edgewater Drive, Wakefield, MA, 01880-0100, Managing Director: Bill Cuff, CLU ChFC, Phone: 781-224-7616. Dan Atkinson offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690 Dan Atkinson offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690