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Daniels + Tansey, LLP

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United States

Founded in

2001 (24 Years)

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Get to know Daniels + Tansey, LLP

Founded by Chris Daniels and David Tansey, Daniels + Tansey, LLP is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates as a fiduciary, committed to placing its clients' best interests first. They specialize in providing comprehensive financial planning, investment management, retirement planning, and estate planning services to individuals, families, and business owners, utilizing an evidence-based and disciplined investment philosophy.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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