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Investments

 

In the Investment arena, I utilize many of the top-rated companies from Southeast Investments, my Brokerage House. I believe in using companies that have a long term proven track record that supports a strategy to fit your individual needs.

 

 

 

Employee Benefits

  

Employee Benefits are constantly changing. I use a Brokerage House that offers a wide variety of "A" Rated companies as well as Third Party Administrators for larger firms that offer both medical and ancillary benefits. This allows me to stay on the leading edge of starting and/or maintaining an effective employee benefit package.

 

 

Individual Products

 

Personal benefits need to be customized to an individual's needs and stage in life. Whether you are growing your family, building a business, protecting existing assets, or securing your legacy, I utilize the services of the top rated companies and professional resources to best serve those needs.

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Helpline Specialist-Dan Fellers
Short Term Medical PPO Insurance

OHIEX

Dan is a specialist with Healthcare and Medicare enrollment. If you have any questions or need more information on how the programs work, Dan can provide the answers. With over 37 years of experience, Dan can help you find the plan that will best meet your needs. Click on this link for more information.

Daniel L. Fellers, Registered Representative: Securities offered through Southeast Investments, N.C. Inc. Member FINRA, SIPC OSJ: 820 Tyvola Rd., Suite 104, Charlotte, NC 28217 Phone: 800-828-1295 or 704-527-7873

dfellers@seinvestnc.com