Joseph Dankowski, Mba, Cfp® Email & Phone Number

Joseph Dankowski, is a CERTIFIED FINANCIAL PLANNER™ Professional, a designation awarded by the Certified Financial Planner Board of Standards. He leads a wealth management practice that assists institutions, corporate executives, entrepreneurs, physicians, business owners, professionals, and their families to develop and implement coordinated financial strategies. He has an open architecture approach that allows him the ability to offer high quality and true objective advice, to address the unique needs of his clients. Joseph helps each client to define and develop clear objectives, and to design a tailored strategy to help build, manage and preserve their wealth. He manages investment portfolio's by utilizing both strategic and tactical solutions. Combining core, opportunity, and alternative asset classes to minimize risk and create tax efficiency. The hallmark of his practice has always been to deliver personalized investment advice and financial planning strategies with best of class service.Specialties: Wealth Planning and Preservation, Strategic and Tactical Investment Management, Retirement Income Planning, Tax Efficiency, Estate and Tax Reduction Strategies, Risk Management, and 401k and Corporate Retirement Plan ManagementSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FAJoseph Dankowski is a registered representative of Osaic FA and may market under both the Heritage Financial Consultants (HFC) and MarylandFinancial Planners, Ltd (MFP) names. MFP has entered into an agreement with HFC to receive operational support and share staff andresources.CRN-6940525-082124

Listed skills include Retirement Planning, Wealth Management, Strategic Financial Planning, Finance, and 10 others.