Daniel McAllister

Background

About Daniel McAllister

Daniel has over 30 years of experience in helping his clients plan for their financial goals and objectives, he strives to make sure he always puts his clients needs first. Daniel’s practice focuses primarily on tactical asset allocation and portfolio design utilizing some of the most efficient, cost effective vehicles. He provides this service for both individuals as well as numerous corporations. One of Daniel’s specialties is in the area of Qualified Retirement Plans. This includes, but is not limited to, Profit Sharing, Defined Benefit, 401K plans, as well as Simple, Traditional and Roth Ira's. He also continues to maintain an in-depth knowledge of Life/Health products, as well Annuities, as part of his comprehensive service. Daniel supports many charitable organizations, but is probably best recognized for his work with Kiwanis International where he is a past president of the County Seat Kiwanis Club, and was voted Kiwanian Of The Year in 2010 acknowledging his outstanding community service. For relaxation Daniel enjoys golf, travel, and spending time with family. Daniel and his wife Joan have three children, and reside in Melville N.Y.