FORMAL

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York and New England. Our office is conveniently located in midtown Manhattan, and we are now proudly serving the Hudson Valley.

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.

445 Park Avenue, 9th Floor, New York, NY 10022
P.O. Box 900, Rhinebeck, NY 12572
(212) 836-4732 - Office
(646) 234-4881 - Cell

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.