Daniel Tacktill

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Daniel Tacktill is a financial consultant based in Melville, New York, 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 thorough discovery process to understand the specific circumstances of his clients, ensuring that their financial plans align with their values and needs. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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