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DANIELS + TANSEY, L.L.P. – Your Trusted Financial Expert
DANIELS + TANSEY, L.L.P. is a reputable financial firm that provides expert guidance and services to individuals and businesses. With years of experience in the industry, they have established themselves as a go-to source for all financial matters. Their team of dedicated professionals is committed to helping clients achieve their financial goals and achieve financial stability.
How does the advisor help clients? – Key Takeaways:
- Expert financial guidance and advice
- Personalized financial plans
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance solutions
No matter what your financial situation is, DANIELS + TANSEY, L.L.P. has the expertise and knowledge to assist you in achieving your goals.
Facts and Insights
Take a look at some key facts and insights about DANIELS + TANSEY, L.L.P.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 20 | 10 years |
Financial Services Offered
DANIELS + TANSEY, L.L.P. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance solutions
- Business consulting
Their team of experts will work closely with you to understand your unique financial needs and create a personalized plan that will help you reach your financial goals.
Client Types
DANIELS + TANSEY, L.L.P. caters to a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Couples
- Retirees
- Entrepreneurs
No matter what your financial goals or needs may be, DANIELS + TANSEY, L.L.P. has the expertise and experience to cater to them.
Fees & Compensation
DANIELS + TANSEY, L.L.P. believes in transparency when it comes to fees and compensation. They offer fee-based services, meaning they charge a percentage of the assets under management as their fee. This aligns their interests with their clients’ interests and ensures that they are working towards achieving their clients’ financial goals.
Background
DANIELS + TANSEY, L.L.P. was founded by Amanda Daniels and Michael Tansey, who have over 20 years of experience in the financial industry. They have built a team of dedicated professionals who are committed to providing top-notch financial services and creating meaningful relationships with their clients.
Financial Advisor Disclosures to Know
As a reputable financial firm, DANIELS + TANSEY, L.L.P. strictly adheres to all industry regulations and disclosures. Some important disclosures to be aware of include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Compliant with the Securities Investor Protection Corporation (SIPC)
- May have potential conflicts of interest
- May receive compensation from third-party companies
It is important to note that all financial advisors are bound by industry regulations and must disclose any potential conflicts of interest to their clients.
To conclude, DANIELS + TANSEY, L.L.P. is a highly reputable financial firm that offers a comprehensive range of services to cater to the diverse needs of their clients. With