Daily Advisors LLC: P.O. Box 1465 Lima, Ohio 45802-1465
www.dailyadvisors.com \\ Tel: (419) 303-3504
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Conceived as "A Life Enhancement Company", Daily Advisors LLC shall provide personal assistance to individuals in managing their day-to-day affairs and personal and family matters. We will do so with knowledgeable, experienced and dedicated advisors in a personalized relationship. It is designed to ease client worries and the responsibilities of daily life and return to them, their "time" and "peace of mind".
Daily Advisors LLC shall pro-actively embrace opportunities to help enhance the lives of clients in a professional and ethical manner while meeting and exceeding their expectations of us.
Michael D. O'Connor, III
President and Founder
"peace of mind"
Daily Advisors LLC, a Life Enhancement Company, was conceived by Michael D. O'Connor, III, its President and Founder, to provide personal assistance to individuals in managing their day-to-day affairs and personal and family responsibilities. It was developed to foster a highly personalized relationship between client and advisor providing sound advice and solutions for better living everyday. Our mission is to ease client worries and the responsibilities of daily life and return to them, their "time" and "peace of mind".
Privacy and confidentiality is the cornerstone of our business. We are always aware that you are entrusting us with knowledge of personal and financial information about you, your family, and your affairs. We take our obligation very seriously and we pledge to you that any and all information shall be protected in a confidential and private manner.
To provide you with sound and proper advice, Daily Advisors LLC have the responsibility to know as much as possible about you and your personal and financial situation. To that end, we collect private information about you and your family from "Confidential Client Profiles" and from other forms or transactions completed. We do not disclose information about our present or former clients to services providers or other third parties.
To ensure the higher levels of confidentiality and security, Daily Advisors LLC strive to maintain physical, electronic and procedural safeguards that meet or exceed federal standards. These safeguards also apply to your communications with us on our website, www.dailyadvisors.com.
Thank you for the trust and confidence you place in us everyday.
Born and raised in Lima/Allen County Ohio
Bachelor of Arts Degree/Business/Bluffton College, Bluffton, Ohio
Accomplished 30 years in Finance and Banking
Accomplished 13 years in Trust, Investment Management and Estate Planning
Community involvement spans 25 years with organizations including, The Lima Exchange Club, The United Way of Greater Lima, and The Ohio Presbyterian Retirement Services Foundation
Proud member of the Lima/Allen County Chamber of Commerce and the American Association of Daily Money Managers.
Michael D. O'Connor, III
President & Founder
"It's not just
our job, it's
Daily Advisors LLC, offers a variety of services to their clients. Whether your getting ready to sell or buy a house, budget you accounts or start your own business Daily Advisors are there. Want to feel better about your collectibles, your finances, or your own health, Daily Advisors has a service for that also.