Daniel O'Connell Email

Financial Services Representative . XXI Financial

Current Roles

Employees:
109
Revenue:
$22.9M
About
XXI Financial is in business to help provide for the financial planning* needs of its clients. This is done through a discovery process- we gather facts, analyze data, and design solutions in several key areas of planning. We will work with you to identify and focus your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs. At XXI Financial, our client is our number one priority. We are dedicated to providing you with products and services best suited to meet your needs, and we welcome the opportunity to work with you. Mission Statement Our mission is to provide our clients with a Macro-Economic modeling system designed to promote the efficient and effective use of money to assist them, and those that depend upon them, in the accumulation, distribution and preservation of wealth. **Financial Planning services are provided by HTK Representatives who holds the investment advisory registrations. *Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 4300 W. Cypress St. Ste. 800 Tampa, FL 33607. 21st Century Financial Inc. and other listed entities are independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Insurance and securities licensed in the resident state of: Florida. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 813-281-9200.
XXI Financial Address
130 Springside Drive Suite 100
Tampa, FL
United States

Past Companies

21st Century FinancialFinancial Services Representative
21st Century FinancialHolistic Financial Advisor
Self-employedPersonal Financial Advisor

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