Daniel Satterfield Email & Phone Number

Along with my partners, I take a wholistic approach when looking at my clients resources, both financial and personal. After an extensive search for these, we then look to advice the client so we offer a customized solution and NOT just another product. We oversee financial assets of prominent families and affluent individuals, and have long been creating groundbreaking solutions to strategies that help our clients achieve their family and individual goals.Specialties: Through Gunnallen Financial, I offer a variety of services ranging from the traditional asset management, full service brokerage options, retirement accounts, insurance products, outside managed accounts in addition to having family office style services ranging from financial planning, wealth transfer and tax minimization strategies

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  Hofstra University