Why Choose McDaniel Financial Services

As your licensed insurance agent, I pledge to be here when you need me. To listen, to offer solutions based on your needs, to be a lifetime resource for you, to help you make good decisions year after year, and to help you reach your dreams. People choose to collaborate with our firm because I serve as a source of meaningful solutions to their financial concerns and dreams and I serve as an advisor who can guide them along the way. I provide value to our clients by working with a team of world-class companies that offer a multitude of services to customize solutions to meet their financial goals. We believe having a knowledgeable financial professional help guide you through your financial journey can help you feel more confident about your future.

Welcome to McDaniel Financial Services

As a Financial Advisor, I can offer you the expertise and knowledge to help develop a financial plan that is right for you.

We have been serving the Contra Costa County area for the over 30 years and have 31 years of conscientious and exemplary service for my clients.

The financial planning process I practice is an independent assessment of your financial condition that puts you in control of a coordinated approach to your financial life. I will listen to your concerns and will act as an addition to your attorneys, accountants and other professional advisors to help develop the best financial plan for you.

I can help you with several areas of planning including Individual Planning and Business Planning. Let’s talk when you are ready. Rich.McDaniel@mutualofomaha.com

Securities offered through Mutual of Omaha Investor Services, Inc., A Registered Broker/Dealer Member. FINRA/ SIPC. Richard McDaniel, Registered Representative. Advisory Services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Richard McDaniel, Investment Advisor Representative. McDaniel Financial Services and Mutual of Omaha Investor Services, Inc., are not affiliated. The information provided is general in nature. It has been obtained from sources believed to be reliable, but no warranty is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This is not an offer of solicitation in any jurisdiction where we are not authorized to do business.