Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management

Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management Our highly respected team helps our clients achieve their own definition of financial security.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Team Member Spotlight!Meet Rob Slivinski – PX Specialist We're excited to kick off our Team Member Spotlight series by i...
06/08/2026

Team Member Spotlight!

Meet Rob Slivinski – PX Specialist

We're excited to kick off our Team Member Spotlight series by introducing Rob Slivinski, our dedicated Planning Specialist here at the firm!

Rob plays a critical role on our team, building out comprehensive financial plans and running detailed scenario analyses to help our clients visualize their path to financial security. Rob ensures every plan is tailored to meet each client's unique goals.

🎉 We're proud to share that Rob recently earned his RICP® (Retirement Income Certified Professional) designation — a testament to his commitment to continuous growth and delivering the highest level of expertise to our clients.

Rob's attention to detail, collaborative spirit, and passion for planning make him a fantastic member of our team. When you work with us, Rob is behind the scenes making sure your financial picture is clear, accurate, and actionable.

Please join us in congratulating Rob on this incredible achievement! 👏

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=072541

Big goals. Consistent effort. Trusted support. Proud to stand behind those in our community chasing what's possible.
06/01/2026

Big goals. Consistent effort. Trusted support. Proud to stand behind those in our community chasing what's possible.

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

Address

19 Campion Road
New Hartford, NY
13413

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13157315400

Website

Alerts

Be the first to know and let us send you an email when Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Daniel B. Jones CFP, Chfc, CLU, RICP- DBJ Wealth Management:

Shortcuts

Share

Category