I'm Daniel H. Motyl and have been serving the Sarasota area for more than 20 years. As a CPA and Financial Advisor, I offer a comprehensive perspective on both tax and financial planning for today and tomorrow. Whether you are investing to build wealth, protect your family or preserve your assets, my personalized service focuses on your needs, wants and long-term goals.
Insurance licensed in Florida, Georgia & Pennsylvania
FINRA licenses: Series 7, Series 24, Series 63 & Series 65
States licensed in:
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