Daniel Mcavoy Email & Phone Number

I am an independent wealth manager and financial planner with experience in asset management. I work with families to help them meet the challenges they face in meeting the goals of retiring comfortably, providing for their children, and protecting their family's financial well being. I work with a variety of employees and business owners in the Rochester area by providing numerous services to clients.I am an independent advisor which means I do not represent any company or product line. This allows me to give my clients unbiased and objective advice. I provide my clients with detailed descriptions of the fees they pay for their investments as I take full and fair disclosure very seriously. I manage client's accounts actively in an effort to provide less risk in people's portfolios. I do not believe in simply having clients hold the same investments for extended periods of time with no entry and exit strategy. Most importantly I am in contact with my clients several times throughout the year to make certain that they stay informed on their financial plan.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Finance, and 10 others.

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  Siena College

  Junior