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Reviews

4.92/5.00

based on 4,649 reviews

It’s a pleasure to have met Dan, in fact I wish I had met him 10 years ago. He will invest as much time as you need to ensure you are comfortable with your choice. His approach is unconventional but has been proven very successful by his many clients. I’m looking forward to the financial freedom that will come from having a great advisor who genuinely cares about his clients.

24 May 2025

I have been with Daniel since 2015 now, back then he was dealing mainly in stocks, bonds and some real estate and he was chasing and researching some new things to invest. 2017 and 2018 we slow years with very little return, however the following years he got some pretty good calls all over the place and made me a small fortune, we got lucky with the crypto, which is something he told me was either going to make us a lot of money or we basically were throwing money out of the window, high risk high return I guess. Daniel is allways on time with his appointments, he explains what the risk is and what to expect, he goes for the slow and low risk things, and when he made you a lot of money he asks you if you are ok to take a leap and he gets it right about 80% of the time, which makes your investment profitable overall. Cannot hold his liquor so he almost never drinks, stand up guy so far.

19 May 2025

Easy going guy, tell it as it is, does not beat around the bush too much and has time to talk to you when you need to discuss something. Never had the pleasure of meeting him in person, however all is well for the past 4 years. The arbitrage trading that their company developed is nice however a bit complicated for me but it is lucrative. Works only with commision so basically even if you don't go with him, you will still get to talk to him and you might get some handy advice as well.

19 May 2025

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