Dan Drappo, CFP®, is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. His objective is to always fully understand his client’s needs and deliver strategies that add value and offer financial confidence.
Dan has over 30 years’ experience as a FinancialConsultant, is a member of the Financial PlanningAssociation, and received his B.A. in Accounting/Finance from SUNY Oswego.
Dan works with a network of highly skilledindividuals at Community Investment Services toprovide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit