Daniel Nicolas

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Daniel Nicolas is a financial consultant based in Red Bank, New Jersey, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Daniel employs a comprehensive discovery process to understand clients' specific situations and time horizons. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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