How does the advisor help clients – Key Takeaways:
O’CONNOR FINANCIAL GROUP LLC serves as a financial expert to assist clients in achieving their financial goals and creating a solid financial plan for their future. With a professional and knowledgeable team, they provide personalized financial solutions and advice to help clients navigate the complex world of finance.
Facts and Insights
Founded in 2005, O’CONNOR FINANCIAL GROUP LLC has been in business for over 15 years, providing individuals and businesses with comprehensive financial services. With a team of experienced and qualified advisors, they have helped numerous clients achieve financial success through their expertise and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
O’CONNOR FINANCIAL GROUP LLC offers a wide range of financial services to cater to the diverse needs of their clients. They specialize in investment management, retirement planning, estate planning, tax planning, and insurance planning. Their team works closely with clients to create customized financial plans that align with their specific goals and objectives.
Client Types
O’CONNOR FINANCIAL GROUP LLC serves a variety of clients, including high net worth individuals, retirees, small business owners, and families. They understand that each client has unique financial needs and goals, and they tailor their services to meet those needs.
Fees & Compensation
O’CONNOR FINANCIAL GROUP LLC operates on a fee-based model, meaning their compensation is based on a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with those of their clients and motivates them to work towards achieving the best possible financial outcomes.
Background
The team at O’CONNOR FINANCIAL GROUP LLC is comprised of highly qualified and experienced financial professionals with diverse backgrounds in finance, accounting, and law. This diverse expertise allows them to provide well-rounded and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’CONNOR FINANCIAL GROUP LLC operates under fiduciary duty, meaning they are legally obligated to act in their clients’ best interests. They disclose all relevant information, including fees, conflicts of interest, and potential risks, so clients can make informed decisions about their finances. They also have a robust compliance program in place to ensure they adhere to all regulations and industry standards.