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Downshift Financial

5.0 (6 reviews)
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Services - Downshift Financial

Retirement planning

Tax planning

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InSight

InSight

(3 reviews)

Kevin has been an amazing financial advisor for my husband and I. He has provided excellent…read moreguidance and has helped us properly plan to reach our financial goals. Can't thank him enough for all of his hard work and dedication!

Where to begin? Frustrated from a past of speaking with other financial planners -- all of which…read moremade me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at InSight to take a look at my small business past, as well as my path forward. In sixty minutes, Peter not only gave me a better outlook on my business, but uncovered massive deductions I hadn't been covering and claiming -- way more than I ever knew were possible. Additionally, he informed me about applying for a PPP loan, which has uncovered a world of difference for my business financially. Even after speaking with multiple other planners, I was certain I was taking every deduction I possibly could each and every year. I walked in thinking I would prove to myself again that I was doing all that I could already. Come to find out, Peter helped me realize I was claiming only about 40% of what I ultimately could be. He also helped my partner and I uncover some additional ways we could collectively save money in our lives as well. If you are willing to spend an hour of your time understanding how you can save tens, if not hundreds of thousands of dollars of dollars per year in your life and business, do yourself the favor and schedule a meeting!

Day Daniel M & Assoc - Dan Day, ChFC, CLU, CLTC

Day Daniel M & Assoc

(4 reviews)

I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no…read moreavail. 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.

In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive…read moreheavily 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.

Downshift Financial - financialadvising - Updated May 2026

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