Create, Grow, and Protect Wealth

Here at Daniels Insurance and Financial Services we have made it our goal to provide information and products to help our clients and their families create a stable and substantial life.

We are committed to assisting our clients by offering a range of financial and insurance related services.  With retirement plans, wealth management programs, property and casualty insurance, as well as life and health insurance, we have all the products and guidance to help our clients reach and maintain their ambitions and goals.  We hope to deliver helpful and education information that our clients can use in order to have a more thorough understanding of the products and services we provide. 

About Larry Daniels

Larry Daniels is the President and Owner of Daniels Insurance and Fiancial Services and Mountain Wealth Management.  Larry has broad experience in both insurance and financial services.  Daniels Investment and Insurance is involved in the sales and distribution of various insurance products to both consumers and businesses.  Mountain Wealth Management is a financial planning and investment firm which provides comprehensive financial services for mature and senior investors.  Our goal is to help you create wealth, help you protect your wealth, and help you distrubute your wealth int he most tax efficient way possible. 

Daniels holds a Bachelor's Degree from the University of Tennessee in Business and Industrial Management.  He holds a CPIM Certification from the Production and Inventory Control Society.  He is also licensed in Insurance for life, health, and Property and Casualty in Tennessee and Georgia.  He holds a series 7 and 24 License.