Daniel Tacktill, who joined Oppenheimer & Co. Inc. in 2006, focuses on developing a true understanding of clients’ goals and objectives. His approach to clients is hands-on, emphasizing frequent communication and regular reviews.

As an Oppenheimer Financial Advisor, Daniel offers clients strategies to address various investment and financial issues, such as retirement, college funding and estate planning strategies.

Daniel has received several awards from various publications over the years. Most recently, Forbes-Shook named him as one of Best-In-State Wealth Advisors 2021 and 2022. The Financial Times has awarded him as one of the Financial Times 401 Top Retirement Advisors for the last three years (2017-2019). 401(k) Specialist named Daniel a Top Advisor by Participant Outcome in their September 2019 issue. The Long Island Business News awarded him the Experienced Team Award in 2015 and was selected as “40 under 40” in 2010 from this same publication. In addition, Daniel received the 2019 Thrive Award from WealthManagement.com as one of the fastest-growing advisors. He was also recognized as one of the nation’s leading retirement plan advisor firms in 2021 by NAPA Top DC Advisor Team.