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Daniel Juechter

Hunter Financial Advisors, Inc

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Paladin Registry Member

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Paladin Research Report For:

Daniel Juechter

Hunter Financial Advisors, Inc

Daniel Juechter, a financial fiduciary has been a Paladin Registry member since 2018. Daniel holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Wealth Strategist certifications and has over 30 years of experience. Daniel provides financial services to clients in the Tarrytown, New York area.

I. Snapshot

A. Registry Member
  • Since 2018
B. Years of Experience
  • 30
C. College Degrees
  • College For Financial Planning - 1992
D. Certifications
  • AIF®, CFP®, CWS®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    At Hunter Financial Advisors, it’s about more than financial planning. It’s about guiding our clients toward the level of success they envision for themselves and their families. It’s about forming lasting partnerships rooted in trust and a mutual passion for creating an abundant future. It’s about people, plain and simple. We understand that making the right decisions without a clear path can be challenging. We are here to help you develop a personal blueprint to better organize and manage your financial life. Equipped with more than 70 years of collective experience, our primary focus is helping families and individuals, business owners and entrepreneurs to pursue and exceed their financial goals. From growing and preserving your assets to managing taxes and planning for the future, we provide you with exceptional client service across a wide range of disciplines, including: Wealth Accumulation & Retirement Planning, Business Continuity, Estate Planning and Employee Benefits.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • 120 White Plains Rd
    Suite 403
    Tarrytown, New York, 10591
C. Telephone
  • 914.366.8000

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Hunter Financial Advisors, Inc
B. Relationship to Firm
  • Independent Contractor
C. Name of RIA
  • First Allied Advisory Services, Inc
D. Name of Broker/Dealer
  • First Allied Securities, Inc
E. Name(s) of Custodian(s)
  • Pershing

V. Credentials

A. Years of Financial Experience
  • 30 Years
B. College, Degrees, Years
  • College For Financial Planning - 1992
D. Financial Industry Associations (Active Memberships)
  • FSI
  • FPA
  • NAIFA

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 1691649
  • IARD: None
  • Insurance: LA-683346
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Investment Products for Commission: See List
    • Connecticut
    • Delaware
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Nevada
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
  • Insurance Products for Commission: See List
    • Florida
    • Massachusetts
    • New Jersey
    • New York
    • Virginia
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    At Hunter Financial Advisors, it’s about more than financial planning. It’s about guiding our clients toward the level of success they envision for themselves and their families. It’s about forming lasting partnerships rooted in trust and a mutual passion for creating an abundant future. It’s about people, plain and simple. We understand that making the right decisions without a clear path can be challenging. We are here to help you develop a personal blueprint to better organize and manage your financial life. Equipped with more than 70 years of collective experience, our primary focus is helping families and individuals, business owners and entrepreneurs to pursue and exceed their financial goals. From growing and preserving your assets to managing taxes and planning for the future, we provide you with exceptional client service across a wide range of disciplines, including: Wealth Accumulation & Retirement Planning, Business Continuity, Estate Planning and Employee Benefits.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 90
D. Assets (Management, Advisement)
  • $90,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
  • Newsletters (Quarterly)
  • Other: Previous Week Recap (Weekly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    At Hunter Financial Advisors, we offer the added advantage of being able to provide guidance that is truly objective, unencumbered by any potential conflicts of interest with our clients. Unlike many leading firms, we sit on your side of the table during all stages of the planning and implementation process. We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. This allows us to honestly and objectively analyze your financial picture and offer solutions tailored to your unique situation. Our only objective is to address your needs with unbiased recommendations and advice. A holistic approach provides an individualized, integrated method to developing your personal financial plan. This involves looking at the entire landscape of your fiscal health and how all the elements of your plan can work together to best benefit you. Our process encompasses all of your financial life and overall priorities in life.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Daniel Juechter
Most Recent Update:
  • Feb 4, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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