How does the advisor help clients – Key Takeaways:
O’Brien and Associates, Inc. provides expert financial advice and services to clients, with a focus on empowering them to make informed decisions and achieve their financial goals. Through a collaborative and personalized approach, the firm helps clients navigate the complexities of the financial world and create a customized plan to meet their specific needs.
Facts and Insights
As a highly reputable financial advisor, O’Brien and Associates, Inc. has a wealth of experience and knowledge in the industry. The firm’s dedication to providing top-notch service has resulted in a long list of satisfied clients and a strong track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of 2020) |
|---|---|
| Number of Advisors: | 8 |
| Time in Business: | Over 25 years |
Financial Services Offered
O’Brien and Associates, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include: investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm’s team of advisors are well-versed in these areas and can provide expert guidance and support to clients.
Client Types
O’Brien and Associates, Inc. serves a diverse clientele, including individuals, high-net-worth individuals, families, and small business owners. The firm’s advisors have extensive experience working with clients from various backgrounds and are dedicated to providing personalized solutions to meet their unique needs.
Fees & Compensation
The firm operates on a fee-based compensation structure, which means they are only compensated through fees paid by clients for services rendered. This allows for full transparency and ensures that the firm’s interests are aligned with those of their clients. O’Brien and Associates, Inc. strives to keep fees competitive and in line with industry standards.
Background
O’Brien and Associates, Inc. was founded in 1995 by John O’Brien, a highly experienced and knowledgeable financial advisor. Over the years, the firm has expanded its team and grown its client base, while maintaining a strong commitment to providing exceptional service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Brien and Associates, Inc. is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean regulatory record and a strict code of ethics, ensuring that clients can trust in their integrity and professionalism.