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Daniel O'Sullivan, CDS Wealth ManagementFinancial advisor in Norristown, PA

Daniel O'Sullivan, CDS Wealth Management is a financial advisor at 980 Jolly Rd Ste 100, Blue Bell, PA 19422, ranked #16 of 306 financial advisors in Norristown and rated 5.0 from 20 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Norristown, PAUpdated 0 paid placements in any rankingHow we rank

Call (215) 641-2570Website ↗

Key facts

Key facts about Daniel O'Sullivan, CDS Wealth Management
Address980 Jolly Rd Ste 100, Blue Bell, PA 19422, Norristown, PAGet directions
Phone(215) 641-2570
Websitecdswealth.com
Google rating5.0 from 20 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Norristown and 11 towns within 25 miles: West Norriton, Lansdale, King of Prussia, Montgomeryville, Radnor, Wayne, Horsham, Willow Grove, Ardmore, Phoenixville and Broomall.

Based in Norristown, PAView on map

Questions about Daniel O'Sullivan, CDS Wealth Management

How is Daniel O'Sullivan, CDS Wealth Management ranked in Norristown?

Daniel O'Sullivan, CDS Wealth Management is ranked #16 of 306 financial advisors in Norristown by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Daniel O'Sullivan, CDS Wealth Management serve?

Serves Norristown and 11 towns within 25 miles: West Norriton, Lansdale, King of Prussia, Montgomeryville, Radnor, Wayne, Horsham, Willow Grove, Ardmore, Phoenixville and Broomall. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Daniel O'Sullivan, CDS Wealth Management?

Daniel O'Sullivan, CDS Wealth Management has a rating of 5.0 from 20 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Daniel O'Sullivan, CDS Wealth Management?

Call Daniel O'Sullivan, CDS Wealth Management on (215) 641-2570. The business is at 980 Jolly Rd Ste 100, Blue Bell, PA 19422, Norristown, PA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Daniel O'Sullivan, CDS Wealth Management compared with nearby businesses
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