Dan Bruno and his father Barry Bruno, CLU®, ChFC®, are the owners of Bruno & Bruno Financial Services, a multi-generational family business located in Saratoga Springs. They are career agents with New York Life Insurance Company and Registered Representatives with an affiliate, NYLIFE Securities LLC.
Bruno & Bruno Financial Services, LLC provides individuals and families with innovative cutting edge products and services to help them grow, protect and conserve their wealth through all stages in life. Services include: life insurance, annuities and mutual funds, 401(k) and rollovers, college funding, retirement planning, estate conservation strategies, disability and long term care and charitable giving strategies.
Dan and Barry also have access to a wide variety of services to help business owners address their financial needs at every stage of their business life cycle. They can help create and execute customized strategies to help entrepreneurs meet their objectives. Key business services include: executive benefits, key person life insurance, succession planning, buy-sell agreements, employee benefits and deferred compensation.
Their offices are located in downtown Saratoga Springs at 7 Court Street, which is right on the corner of Union Ave and Court Street.
Set up a meeting by contacting them below for a free financial needs analysis and to see how Dan and Barry can help you.
Find Dan on LinkedIn by clicking the link below:
Barry J. Bruno and Daniel D. Bruno, Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a New York Life company and Licensed Insurance Agency
26 Century Hill Drive, Ste. 301, Latham, NY 12110 Phone: 518.220.4200.
Barry J. Bruno and Daniel D. Bruno are agents licensed to sell insurance through New York Life Insurance Company (NY,NY) and may be licensed to sell insurance through various other independent unaffiliated insurance companies
Bruno & Bruno Financial Services LLC is not owned and operated by NYLIFE Securities LLC or its affiliates
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