Daniel OConnor

Daniel J OConnor

Financial Advisor

  • CFP®
FINRA BrokerCheck
  • AR License: #14140359
  • CA License: #0H59207

3 Atrium Drive, Suite 255,
Albany, NY 12205
518-459-4665 Visit my website

About my practice

Everyone's personal goals are directly impacted by the financial decisions they are making today. That’s where my team steps in. We leverage our expertise to provide guidance in the areas of retirement, estate, insurance and investment planning. We work specifically with Corporate Executives, Law Partners, Physicians, Business Owners, Investment Bankers & Private Equity Professionals.

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