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Daniels + Tansey

About Daniels + Tansey

Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management.

Min project size

50,000+

Hourly rate

50 / hr

Employees

3

Locations

United States

Year founded

Founded 2001

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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