Daniel Reisner

Daniel M Reisner

Wealth Management Advisor

  • CFP®
  • CLU®
  • RICP®
FINRA BrokerCheck
3 Atrium Dr Ste 255,
Albany, NY 12205
518-459-4665 Visit my website

About my practice

Born and raised in Albany, NY. I'm proud to work and partner with corporate executives & medical professionals from across the US. My team (Kim, Dan, and Tom) and I have focused our practice on helping busy clients step away from their busy lives to really understand their goals, build holistic plans based on those goals, and then hold them accountable to making sure they stay the course.

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