Daniel Oschmann Email & Phone Number

I truly love what I do for my clients. It has been a blessing and a privilege during my career to serve my clients needs. Thinking back through the years I am grateful for advising so many people. It has truly been humbling. Some of our relationships date back to 2004. Being welcomed into a families financial future is an honor. My clients have shared their dreams, hopes and fears on a very personal level. We in returned have been good stewards of their savings. I am grateful to have walked side by side with our clients on their life's journey.I am very excited to be a part of Capital Consulting Group. Although I am thankful for the training and education I have received from the companies I have represented, I feel I have joined a firm that shares my core beliefs. Client focused not product focused. Throughout my carrier I have tried to stay focused on my clients needs. Through the years there have been countless companies and claims about keeping the clients interests first. My experience says differently.Here at CCG we have a proven process focused on giving our clients investments the attention that they deserve. We take the time and care to examine our clients total financial picture. We are not encumbered by conflicts of interest such as "preferred funds" or proprietary products. We do not work in generalities like conservative, moderate or aggressive. We use a tool that can pinpoint a persons risk tolerance to a precise number. This process won a Nobel Prize in Economics.I love to share information and educate people on how to reach their financial freedom.Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), Member FINRA/SIPC. Capital Consulting Group is not an affiliate of NEXT . To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.InvestWithCCG.com

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  University Of Florida

  Sociology