Danny Nungesser - Financial – Investments

Member Profile

Member Bio

My wife Amy and I have 2 beautiful daughters and live in Coweta County. I enjoy golf and helping the local community through our Fraternal Benefits.

Recent Comment

The 4th Dimension

New clients want to know my level of professionalism and knowledge. They are also looking to see if I can improve their situation by way of communication, guidance or tax implications. (not just their rate of return)
Usually prospects become clients on the second visit. The first visit is fact finding to make sure I can help them and they are using that first meeting to see if I know what I’m talking about and can be trusted..
I’ve had referrals that take longer than a year to become clients and the delay is usually because they haven’t retired yet. As a Retirement Income Certified Professional through the American College, there’s some prep work with assets that may take years to implement when you are thinking about the optimal retirement strategy.

Awards & Recognition

  • 3 year
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Orientation
  • InfoMinute Seminar
  • 7-Minute Workshop Presentation
  • Filling the Filing Cabinet
  • Gold Star

Members Sponsored

  • Shane Loftin
  • Dallas Gregory
  • Casey Nix
  • Jonathon Plummer
  • Mike Uehling
  • Valerie Williams
  • Steven Rigo
  • Tricia Bethel-Sookhoo

Company Profile

Company Profile

Securities offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.

    Company Contact Info
    Modern Woodmen of America
  • 2511 Hwy 34 East
  • Suite C
  • Newnan, Georgia
  • 30265
  • Phone: 678-910-0727

Member Email

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