Daniel O'Reilly, Social Security Planning Planner
Daniel O'Reilly
Financial Advisor, KWM Wealth Partners, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
www.ameripriseadvisors.com/team/kwm-wealth-partners/financial-advice-team/daniel.oreilly
Professional Profile
Meet Daniel O'Reilly, a trusted Financial Advisor at KWM Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, located in the heart of New York. With a background as an Accredited Portfolio Management Advisor™, Daniel brings a wealth of knowledge and expertise to every client interaction. His career began with invaluable experience at a premier business and taxation law firm in the Hudson Valley, where he gained firsthand insights into legal and estate planning, laying a solid foundation for his future in wealth management.
Daniel has a proven track record, having interned at multiple wealth management and financial planning firms during his college years. This diverse experience has equipped him to understand the complex financial needs of individuals, families, and businesses, especially as they face an ever-evolving financial landscape. He chose to join KWM Wealth Partners due to its collaborative team-based approach, which unites seasoned advisors and specialists under one roof. This unique structure empowers him to provide comprehensive and tailored financial solutions, allowing clients to navigate their financial journeys with confidence.
"We pride ourselves on being a one-stop shop for our clients' unique financial needs," Daniel says. "With my dedicated team of specialists, we can tackle any challenge head-on, ensuring that no client is left to navigate their financial goals alone." His commitment to preparing clients for the "certainty of uncertainty" highlights his proactive approach in an unpredictable economic environment.
Daniel O'Reilly has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Whether you are seeking expert guidance on investing, tax planning strategies, or social security optimization, Daniel O'Reilly is here to provide personalized solutions that meet your specific needs. Trust in a professional who prioritizes your financial success and is ready to help you achieve your goals with confidence. Contact Daniel today to discover how he can support your journey towards financial well-being.
05-21-2025
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.