Daniel Antocicco began serving clients in the financial services industry in 2000. He is a Fiduciary, meaning he has a fundamental obligation to provide investment advice that always acts in a client’s best interest regardless of circumstances. Dan does this by taking a holistic view of all aspects of a client’s financial picture. He gets to know his clients by going through a comprehensive process, learning about their goals in areas such as investing, retirement planning, insurance planning, tax & estate planning, and more. He delves into each category in great detail so that his clients come away with a clear understanding of where they are with each topic and what his recommendations are