I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no avail. That YELP refuses to post my positive reviews, and continues to post only the singular review of an obviously embittered investor, is exceedingly unfair. It is certainly NOT fairly representative of what a person might reasonably expect from working with Dan Day. I have worked with Dan for more than 20 years. In the course of working together, in both the personal and professional context, I have obtained vast personal experience with Dan Day, his team, his ethics and procedures. Based upon my personal experience, I can attest to the fact that Mr. Day is the consummate professional. Not only has Dan helped me, with my personal finances, he has likewise helped several hundred people with whom I am personally and professionally acquainted. Mr. Day is exceedingly knowledgeable regarding financial investment strategies and options. He is thoughtful and considerate of his clients, and their respective needs and limitations. Dan Day does not offer "sham" investments and to accuse him of such is a clear display of the reviewer's lack of investment acumen. I know that, before putting any client into any investment, Dan Day and his team bend over backwards to ensure that the client is provided ample opportunity to fully understand what he/she is getting into if the proposed investment is pursued, and is given full access to all information regarding the potential investment and any assumptions upon which are based the anticipated results of such investment. No, Dan Day is not magic, and he cannot guarantee the results of any investment. In my personal experience, however, Dan has never strayed from the path of honesty and integrity in any of his client dealings. read more

In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive heavily disguised fees. While Dan has most likely moved on to new high cost overly complicated financial vehicles to siphon off your wealth, please treat all his recommendations with caution. Generally he preys on your men on promising start up and technology firms. Please do not trust him with your money. Feel free to email me at cd_wine@yahoo.com if you want more details. read more

Dishonest, will certainly help you make the right choice - for him. My wife and I employed the services of Dan Day many years ago, trying to get started with our financial planning. We were young kids, with our first newborn baby in a stroller in the office. We paid the office a substantial amount of money, for us at least, to review all our finances, do projections of our earnings and investments, etc. After all of this we were given the worst possible financial advice - he suggested that we sink a huge amount of our monthly income into a whole life insurance plan that would pay off big when we died... It gains value, but you can't access it unless you "borrow" your money back, with interest. Also, guess what happens if you have an unexpected loss of income and can't pay the premiums? You lose the policy, and all the value you've accumulated. Long story short, this was perhaps the worst possible advice, and was very clearly meant to benefit exactly one person: Dan Day. This experience has soured me with regards to the financial planning profession as a whole, and I'm only now, years later, willing to consider employing someone to help me with my finances. STAY AWAY! read more

My experience was neutral in terms of the mutual funds that Dan sells. They are ok, but I now prefer lower-fee ways of getting the same exposure. I did have to resist advice from Dan to "churn" into a different set of investment vehicles that would have ended up costing a bunch of fees, had I done so. I'm glad I stuck to my plan, because I don't think that advice would have been helpful for me, (though it would have generated sales commissions for the business) Unfortunately, I did get into a variable whole life policy which was sold as an investment vehicle as well as life insurance. It was not a good fit for my needs and after about 2 decades, I'm surrendering it (like I believe most people do with these things). Generally, I guess my advice would be to pay an hourly rate for a financial advisor who is not motivated by sales charges. Knowing what I do now, I do not understand why variable whole life could reasonably have been considered a good option for me then. read more