As an experienced financial expert, O’BRIEN INVESTMENT MANAGEMENT, LLC aids clients in managing their finances and achieving their financial goals. With a team of knowledgeable and dedicated advisors, O’Brien Investment Management is dedicated to providing top-notch financial services to its clients.
How does the advisor help clients – Key Takeaways:
• By understanding the unique financial goals and needs of each client, O’Brien Investment Management creates personalized financial plans tailored to their specific needs.
• O’Brien Investment Management offers a wide range of financial services, including investment management, retirement planning, and estate planning.
• The firm helps clients make informed and strategic decisions by providing them with timely and accurate financial insights.
Facts and Insights:
O’Brien Investment Management has been in business for 15 years, and during this time, the firm has established itself as a leading player in the financial services industry. The firm boasts a team of over 50 advisors with a combined total of 200 years of experience in the financial sector. This team of experts has the knowledge and skills to assist clients in navigating the complex world of finance and help them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 50+ | 15 years |
Financial Services Offered:
O’Brien Investment Management offers a wide range of financial services to help clients achieve their financial objectives, including:
• Investment management
• Retirement planning
• Estate planning
• Tax planning
• Insurance planning
Client Types:
O’Brien Investment Management provides its services to a diverse client base, including:
• High net worth individuals
• Families
• Corporations
• Non-profit organizations
Fees & Compensation:
O’Brien Investment Management is a fee-based firm, meaning that it charges fees for its financial services. These fees are based on a percentage of the assets under management and may vary depending on the scope of services provided to each individual client. The firm strives to provide transparent and competitive pricing, and clients can be assured that their interests are always the top priority.
Background:
Founded in 2005, O’Brien Investment Management has become one of the most reputable and sought-after financial firms in the industry. The firm’s success is a result of its unwavering commitment to providing exceptional client service and delivering excellent results. The team at O’Brien Investment Management is dedicated to staying up-to-date with the latest financial trends and putting their expertise to work for their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, O’Brien Investment Management adheres to strict regulations and has a fiduciary duty to act in the best interests of its clients. The firm has a clean record with no disciplinary actions or legal issues. O’Brien Investment Management values transparency and ensures that clients have all the necessary information to make informed decisions.