ABOUT
DAVE VANDERZEE
CLU, ChFC, LUTCF, RTRP
Notary Public State of New York
I became a financial advisor because I wanted to help people like you - to have a positive impact on their lives. My goal is to help you build your plan on a strong and secure financial foundation.
The best way to achieve your financial goals is to have a plan - one that will help you meet your needs today, but flexible enough to grow and change tomorrow. There is no simple blueprint that works for everyone. Your plan must be tailored just for you if it's going to feel right and help achieve your goals.
Awards, Memberships and Community Service
Million Dollar Roundtable (MDRT) 1981 - Current
MDRT Top of the Table 2004 - Current
NQA (National Quality Award) 1985-1989, 1991 - Current
NSAA (National Sales Achievement Award) 1984-1994, 1996 - Current
Society of Financial Service Professionals 30 Year Member
March of Dimes Treasurer, Current Board of Directors 2013 Distinguished Volunteer Award
MDRT Foundation Gold Knight
New York Deer and Elk Farmers Association (NYDEFA) President
North American Deer and Elk Farmers Association (NADEFA) Board of Directors
Boy Scouts of America (Twin Rivers Council) Board of Directors
Rotary Past President and Paul Harris Award Recipient
Published
Advisor Today September 2006
Round The Table September/October 2008
Advisor Today March/April 2011
New York Deer and Elk Farmers Association Winter 2022 Tax Edition