Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bertleff is a Certified Financial Planner™ and is a Registered Investment Advisor in New York. Daniel is affiliated with Landmark Wealth Management and has been with them since May of 2019. The firm's main office is located in Getzville, New York. Daniel has been in the financial industry since May of 2012. Daniel's previous employer was Lockport Locks & Erie Canal Cruises, located in Lockport, New York. Daniel has a strong track record of providing financial advice to individuals, high-net-worth individuals, charitable organizations, and state or municipal government entities. Daniel specializes in providing financial planning, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
07/02/2024 - Present
Landmark Wealth Management (GETZVILLE NY)
Active
Inactive
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