FORMAL

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

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.

DDO Advisory Services, LLC
P.O. Box 900
Rhinebeck, NY 12572
(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.