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Daniel Tisser

Wealth Advisor

The Colony Group

Babylon, New York

Professional Profile

Call Me When

Call Me When... Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.

Contact Method

dtisser@thecolonygroup.com

Profession

  • Wealth Manager

    • Professional Certifications

    CFA, CFP

    Functional Expertise

  • Business management
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Lending
  • Private equity
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Consumer Services
  • Financial Services
  • Media and Entertainment
  • Real Estate/Construction

    • Client Results

    Membership

    Long Island Emerging Professional

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Looking to learn from, and add value to, the local exit planning community.

    Make XPX Part of Your Business Plans

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