Accountable Financial Management

Daniel Financial Management Group, LLC provides independent advice from independent advisors. Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No. 1 priority. We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial & investment strategies, annuity products as well as company benefits and debt/mortgage planning. Our qualifications include: Certified Financial Planner™, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter™, Certified Public Accountant, MBA.

Sierra Global Management is a New York-based investment firm that offers a diverse range of Exchange-Traded Funds (ETFs) to investors. Their lineup includes ETFs focused on disruptive technology, equity income, commodities, and more, aiming to provide investors with options beyond the ordinary. With a focus on thematic and income investing, Sierra Global Management's ETFs target emerging technologies, changing consumer preferences, green innovation, and higher-yielding asset classes. They also offer Commodity ETFs that tap into the growing opportunity of precious metals and rare earth minerals, which are crucial for next-gen technologies, infrastructure, and energy alternatives. In addition, Sierra Global Management provides International Access ETFs for investors seeking sector exposure to China and other markets in Asia, Europe, Latin America, and beyond. With over 100 ETFs in their lineup, Sierra Global Management aims to empower investors with unexplored and intelligent investment solutions.Generated from the website

Panco Management of NY LLC is a fully integrated owner operator of multifamily assets along the East Coast of the United States. With a 50-year track record, they strategically invest in top tier multifamily properties through their Panco Strategic Real Estate Funds, offering a fully discretionary private equity fund series. Panco Management exclusively owns and manages each of their assets, boasting experienced leadership and a strong commitment to integrity, teamwork, focus, and creativity. With a mission to provide exceptional multifamily living experiences, Panco Management is a trusted strategic investor in the real estate industry.Generated from the website