Bay Harbor Private Wealth Group

"Dan’s team gave great guidance and provided valuable assistance in navigating complex tax issues. They also have provided very impressive returns on my investment. Highly recommend."

"I had an amazing experience with the Bay Harbor Private Wealth Group! Their personalized approach and expertise helped me navigate complex financial decisions with ease. The team was responsive, attentive, and truly dedicated to ensuring my financial goals were met. I appreciate their commitment to excellence and would highly recommend their services."

"Working with Dan at Bay Harbor Private Wealth Group was outstanding. They excelled in creating a tailored financial plan that aligned with my family’s goals, ensuring future asset protection while allowing us to enjoy the present. Their clear communication and personalized approach made all the difference. Highly recommend for anyone seeking a thoughtful and effective wealth management service."

"Dan and his team are a great financial partners of my CPA firm. Helping clients integrate tax planning with financial planning over the course of their lives. Additionally, Dan has been extremely helpful in personally helping plan out my long term final plan for my family. Talking not just about future income, but asset protection, legacy and estate planning for our children. If you want someone that’s going to care about your future, I would highly recommend the Bay Harbor team."

"The team at Bay Harbor has been amazing to work with. They helped us navigate our family financial plan and prepare us for the next stages of our lives. We really felt like they had our best interests as a priority. Dan and the team are about building strong families through sound financial planning. Highly recommend!"