Dan Goggin

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development

About

Dan Goggin is a financial consultant based in Stamford, Connecticut, working with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive financial planning and investment strategies. Dan employs a thorough discovery process to understand each client's situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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