Dan O'Connell, CPA - PKS Investment Advisors LLC

Permanently closed
12308 Ocean Gtwy Ste 5
Ocean City, MD 21842

Dan O'Connell, CPA - PKS Investment Advisors LLC, based in Ocean City, MD, is committed to being a trusted financial advisor dedicated to all aspects of clients' financial lives. They focus on understanding each client's unique financial goals, circumstances, and investment objectives to facilitate informed investment decisions and a secure financial future.

The firm offers a comprehensive range of services, including financial planning, retirement income planning, investment management, and estate trust planning, while maintaining an ongoing consultative process to guide clients through life's challenges. Their mission is to keep clients focused on their path to financial success and stability.

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