Daniel Oconnell
Financial Services Representative at 21st Century Financial
Based in Sarasota, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Sarasota
Industry
Financial Services
Company size
39
Contact information
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d•••••••@xxifinancial.com
Phone
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Background
About Daniel Oconnell
My passion is to provide wholistic financial solutions for my clients that last a lifetime. It all begins with a conversation in which we identify your unique personal goals which builds into a mutual understanding. As our relationship develops and an in depth understanding of your unique financial needs forms, we create your personal Holistic financial plan to meet your goals and adjust it as your life progresses. Holistic :Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. Securities and investment advisory services are offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit for full disclosures. Office: 727-275-2244
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