Daly Financial LLC 2118 Island Trail Category: Financial Consultant
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Company representatives
Phone: 803-705-1864
Email: orp.cllfd@ekim
Michael Daly, Senior Investment Advisor
About Daly Financial LLC
A southeastern US Registered Investment Advisory based in Chapin, SC. We help clients plan there financial future through wealth Management.
Investment Supervisory Services: Investment strategy, Personal investment policy statement, Asset allocation, Asset selection, Risk tolerance, Portfolio monitoring.
Non-Investment Related Family Office and Consulting Services:
Trustee Services, Coordination of Professionals, Estate Planning, Philanthropic Planning, Life Insurance Analysis, Debt Structure and Analysis, Bank Financing, Foundation Management, Entity Administration, Risk Management & Asset Protection Consulting, Fraud Detection/Accountability, Real Estate Management, Family Business Advisory, Family Counseling/Family Meetings, Sufficiency and Retirement Planing, Document Management and Scanning, Bill Payment Services, Personal Financial Statement Preparation.
Products and Services
- Wealth Management
- Investment Advisory
- Family Office and Consulting
Opening Hours
- SundayCLOSED
- Monday9:00 AM to 4:30 PM
- Tuesday9:00 AM to 4:30 PM
- Wednesday9:00 AM to 4:30 PM
- Thursday9:00 AM to 4:30 PM
- Friday9:00 AM to 4:30 PM
- SaturdayCLOSED
Business categories
- Investments
- Insurance
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
1
Years In Business
17
Brands
- Equities
- Commodities and Futures funds
- ETF's
- Reits and More.
- Alternitive Investments
Additional information
Mike holds Series 7, 63, and 65 Licenses. He is also licensed with the State of South Carolina as a Life, Health, and Disability Insurance Agent. He is a Certified and Registered Work-site Instructor.
Rating
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