Lotus Advisory

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.

Bradford M. Pine, wealth advisor and President of the Garden City, New York based “Bradford Pine Wealth Group”, has been fully invested in providing highly personalized financial planning and wealth management services for the affluent investor for more than 26 years...

Specialties: We are committed to providing each and every client with the best financial advice available in the marketplace today. Our goal is to achieve this through our commitment to ongoing education and the association with some of the finer organizations and professionals in the industry. We help our clients accumulate and preserve assets by crafting and implementing financial strategies designed to help meet their objectives. Because the situations we work with are complex and varied, ours is a very personalized and tailored service. And because our clients have visions for future generations as well as their own present needs, we work to provide financial independence for today and tomorrow.