Disclosures

Financial Planning and Investment Advisory services offered through DDO Advisory Services, LLC, a Registered Investment Advisor.

Our firm’s Client Brochure ADV Part 2A and Individual Disclosure Brochure ADV Part 2B is available upon request by calling (646) 234-4881.

Additional information about DDO Advisory Services, LLC (CRD# 154944) is available on the SEC’s Adviser Info. website.

Additional information about Daniel Anthony D’Ordine (CRD# 4481632) is available on the SEC’s Adviser Info. website.

Daniel D’Ordine is a CFP® professional.

Daniel D’Ordine, CFP® is a licensed insurance broker who holds the Life-Accident-Health Insurance license (NY, NJ, CT, RI, IL).

Investing involves the risk of loss of principal.  Before investing, carefully consider the investment’s objectives, risks, and expenses.  Read the fund prospectuses and, if available, summary prospectuses.

This web site is strictly for informational purposes regarding the products and services of DDO Advisory Services, LLC.  No content on this site should be construed as financial, legal, investment, insurance, tax, or other advice.  DDO Advisory Services, LLC and Daniel D’Ordine do not provide legal or tax advice.   DDO Advisory Services, LLC does provide financial planning and investment advisory services for a fee.  For details on how the firm operates, please contact us for a copy of our firm’s Client Brochure ADV Part 2A and Individual Disclosure Brochure ADV Part 2B.


About DDO Advisory

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
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

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.

Daniel D’Ordine, CFP®

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