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    Daniel D'Ordine

    Asset Management - Financial Planning - Insurance Solutions

    Daniel D'Ordine is a financial advisor based in Manhattan and Rhinebeck, NY, assisting families, professionals, and business owners in managing their financial affairs.

    He holds the CFP® certification since 2005 and offers complimentary consultations upon request.

    Daniel specializes in asset management, investment advisory services, and comprehensive financial planning, covering retirement, budgeting, cash flow management, insurance strategies (life, disability, long-term care), tax planning, college funding, portfolio analysis, home buying, and estate planning.

    His expertise extends to insurance solutions like life insurance for family and business protection, long-term disability insurance for income replacement, and long-term care solutions to help with nursing home care costs.

    Daniel D'Ordine's educational background includes studying at Saint Raphael Academy, holding a Masters in Music from New York University, and a BA in Music from Brown University.

    He is the Owner and Financial Advisor at DDO Advisory Services, LLC, with past experience as a Financial Advisor at LWP/Walnut Street Securities, Inc., Financial Planning Assistant at LWP/Nathan & Lewis Securities, Sr. Consultant at Atos KPMG Consulting, and Membership & Information Manager at AESC.

    Daniel D'Ordine
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    Location

    Greater New York City Area