Daniel OConnor

Assistant Portfolio Manager at Signature Financial Planning - Pittsburgh, PA, US

Daniel OConnor's Colleagues at Signature Financial Planning
Julia Kramer

Financial Behavior and Leadership Consultant

Contact Julia Kramer

Alexis Juzwick

Paraplanner/Financial Planning Specialist

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Julia Cresta

Administrative Assistant

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Emily Duffy

Client Services Specialist

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Jay Kamon

Assistant Portfolio Manager

Contact Jay Kamon

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Daniel OConnor's Contact Details
HQ
412-856-7526
Location
Company
Signature Financial Planning
Daniel OConnor's Company Details
Signature Financial Planning logo, Signature Financial Planning contact details

Signature Financial Planning

Pittsburgh, PA, US • 20 - 49 Employees
Financial Services

Signature Financial Planning was founded in 1991 by Stephen Tobe because he believed that the community of Pittsburgh deserves personalized advice from professional advisors who focus on helping them achieve their life and financial goals. Scott Tobe and the team at Signature Financial Planning continue this mission today, proudly serving clients with that same customized advice and planning services that his father began nearly 30 years ago. Whether you're new to investing, have outgrown your current advisor, or are simply looking for a second opinion, the skilled professionals at Signature can help you get from where you are to where you want to be with customized planning that is as personal as your signature._______Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services including financial planning and fee-based managed accounts offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. All other advisory services offered through Signature Select Wealth, LLC. Signature Financial Planning and Signature Select Wealth are not affiliated with Kestra IS or Kestra AS. Kestra AS and Kestra IS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-DisclosuresThis profile is published for residents of the United States only. Registered representatives and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed for additional information, please contact the Kestra Advisory Services, LLC Compliance Department at 844-5-KESTRA.

Wealth Management Risk Management Individual Retirement Planning/Projection Estate - Trust - Legacy - Philanthropic Planning Multi-Generational Wealth Strategies Family Meeting Facilitation Tax Planning Education Planning Banking Services & Cash Management Banking Services & Cash Management Business Consulting Risk Management (Insurance Protection) Socially Responsible Investing Impact Investing Financial Services Financial Advisory Services
Details about Signature Financial Planning
Frequently Asked Questions about Daniel OConnor
Daniel OConnor currently works for Signature Financial Planning.
Daniel OConnor's role at Signature Financial Planning is Assistant Portfolio Manager.
Daniel OConnor's email address is ***@signaturefp.com. To view Daniel OConnor's full email address, please signup to ConnectPlex.
Daniel OConnor works in the Financial Services industry.
Daniel OConnor's colleagues at Signature Financial Planning are Mike Milarski, Marc Tannenbaum, Julia Kramer, Alexis Juzwick, Julia Cresta, Emily Duffy, Jay Kamon and others.
Daniel OConnor's phone number is ["6104163756"]
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