Seek & Find Financial

Save and Grow Confidently

Daniel Delaney

For those who seek, we help them find.

About Dan and Team

Daniel Delaney and team have over 75+ years of combined experience in the field of Tax and Financial Planning
We provide advanced tax planning, business growth strategies, and personal wealth management.
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Have you received your Employee Retention Credits for 2020 and 2021?

5 Questions to help determine eligibility

1. Do you own the business?

2. Were operations fully/partially restricted?

3. Did you take the PPP loan? (You can take both!)

4. Did you lose or gain revenue in 2020 and 2021?

5. How many FULL TIME (30+ hours/week or 130+ hours/month) employees work for the business?

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More Information

Advisory services offered through ChangePath, LLC, a Registered Investment Adviser.
We are an independent financial services firm helping individuals create retirement strategies using a
variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Change Path, LLC a Registered Investment Advisor. Seek
and Find Financial and Change Path, LLC are unaffiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a
profit or protect against loss in periods of declining values. None of the information contained on this
website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only
to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.
Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees, surrender charges
and holding periods which vary by insurance company. Annuities are not FDIC insured.

Provided content is for overview and informational purposes only and is not intended and should not be
relied upon as individualized tax, legal, fiduciary, or investment advice. Please consult legal or tax
professionals for specific information regarding your individual situation. The information and opinions
contained in any of the material requested from this website are provided by third parties and have
been obtained from sources believed to be reliable, but accuracy and completeness cannot be
guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any
of the products mentioned. The information is not intended to be used as the sole basis for financial
decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s
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