Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.
Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.