Daniel Milan

Q: What is Daniel Milan email address?

Email Daniel Milan at dmilan82@gmail.com and danielm@cornerstone-mi.com. This email is the most updated Daniel Milan email found in 2026.

Q: How to contact Daniel Milan?

To contact Daniel Milan send an email to dmilan82@gmail.com or danielm@cornerstone-mi.com. If you want to call Daniel Milan try calling on +12485687872 and +12485087872. (updated on October 29, 2024)

Managing Partner at Cornerstone Financial Services, LLC | Southfield, Michigan, United States

About Daniel Milan

Daniel Milan serves as the Managing Partner at Cornerstone Financial Services, LLC (CFS), where he leverages over a decade of experience in the financial sector to provide comprehensive wealth management and financial planning solutions. Under his leadership, CFS has established a reputation for its client-centric approach, emphasizing the importance of understanding each client's unique financial landscape. Daniel's expertise spans a wide array of services, including asset management, estate planning strategies, and tax-efficient business succession planning. His commitment to delivering tailored portfolio management ensures that clients receive strategies that align with their specific goals and risk tolerance.

One of Daniel's key projects involves developing sophisticated financial planning frameworks that integrate investment services with employee benefits planning, allowing clients to maximize their financial potential while minimizing tax liabilities. He is particularly adept at navigating the complexities of executive compensation strategies and retirement planning, helping individuals and corporations alike to secure their financial futures. Additionally, Daniel has played a pivotal role in non-profit consulting, guiding organizations in establishing sustainable financial practices that support their missions.

With a strong foundation in securities management and insurance strategies, Daniel Milan is dedicated to providing unbiased financial advice that empowers clients to make informed decisions. His holistic approach to wealth management not only addresses immediate financial needs but also lays the groundwork for long-term success, making him a trusted advisor to families, individuals, and corporations seeking to enhance their financial well-being.

Daniel Milan Work

Managing Partner at Cornerstone Financial Services, LLC in January 2011 to Present

Financial Consultant at AXA Advisors, LLC in January 2009 to February 2016

Attorney at Law Offices of Thomas J. Trenta, PLLC in January 2006 to January 2009

Daniel Milan Skills

Wealth Management

Estate Planning Strategies

Retirement Planning

About Daniel Milan's Current Company

Cornerstone Financial Services, LLC

Discover more about Cornerstone Financial Services, LLC

Frequently Asked Questions about Daniel Milan

What is Daniel Milan email address?

Email Daniel Milan at [email protected] and [email protected]. This email is the most updated Daniel Milan email found in 2026.

What is Daniel Milan phone number?

Daniel Milan phone number is +12485687872 and +12485087872.

How to contact Daniel Milan?

To contact Daniel Milan send an email to [email protected] or [email protected]. If you want to call Daniel Milan try calling on +12485687872 and +12485087872. (updated on October 29, 2024)