Your Financial Professional & Insurance Agent daniel s. charles

Address

460 temple hill road
new windsor, new york 12553

Phone

Cell: 914-707-3685

Text: 914-350-5770

Email dcharles03@ft.newyorklife.com

My approach

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Let's keep in touch

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My tenure at New York Life:

Experienced professional

Build your future with confidence

Take the first steps by sharing a few details. I’ll reach out to start our conversation.

First Name

Last Name

Email

Mobile Phone

Address (street)

Apt, bldg, etc.

City

Zip Code

Date of Birth

This helps us understand your immediate needs.

I agree to receive text messages from a financial professional. Texts may be sent via automated technology. Message and data rates may apply. Consent is not a condition of purchase.

Join our email list to stay in the know about the best ways to prepare for your future.

adobeVisitorId

scid

tid

referrerUrl

Website Visit Start Date/Time

Lead Form Page Start Date/Time

Lead Form Entry Start Date/Time

trackerId

marketerNumber

*Required

Here's how I can help.

Protection Planning

Life Insurance can help protect your family by replacing lost income and providing a financial safety net if you or your spouse dies. Long-term care insurance can help pay for care and protect your lifestyle in the event of an unexpected health event.

See life insurance and long term care insurance

Retirement Income

Whether you want to travel the world, spend time with the grandkids, or just make sure all your day-to-day expenses are covered, a steady, dependable source of income can provide valuable peace of mind.

See retirement income

Daughter father mother looking at each other

We believe Love Takes Action™

Through services ranging from life insurance to financial strategy, weʼve helped millions turn their love for their families into policies that help protect them. We personally serve each client by providing guidance and support through lifeʼs biggest moments.

Learn more

Life is a journey. We're here to help you along the way.

Agent-web-retirement-planning-1-300dpi-sized-1400x784.jpg

Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a strategy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

Learn More

Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

Learn More

Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.