How does O'GRADY FINANCIAL LLC help clients – Key Takeaways:
1. Customized financial strategies: O'GRADY FINANCIAL LLC works closely with each client to create personalized financial strategies that align with their specific goals and needs.
2. Comprehensive financial planning: O'GRADY FINANCIAL LLC offers a range of financial planning services such as retirement planning, investment management, estate planning, and tax planning.
3. Proactive approach: The advisors at O'GRADY FINANCIAL LLC take a proactive approach towards managing their clients' finances, regularly reviewing and adjusting their strategies to ensure they remain on track to meet their goals.
4. Ongoing support: O'GRADY FINANCIAL LLC provides ongoing support and guidance to their clients, helping them navigate through life's financial challenges and changes.
Facts and Insights:
Founded in 2005, O'GRADY FINANCIAL LLC is a leading financial planning firm based in New York. The firm focuses on creating customized financial strategies for individuals, families, and businesses.
O'GRADY FINANCIAL LLC has an experienced team of advisors who are committed to providing expert financial advice and exceptional service to their clients.
The firm has consistently been recognized for its excellence in the financial industry, receiving numerous awards and accolades over the years.
O'GRADY FINANCIAL LLC stays up-to-date on the latest market trends and changes, ensuring that their clients' strategies are always relevant and effective.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 16 years |
Financial Services Offered:
O'GRADY FINANCIAL LLC offers a range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types:
O'GRADY FINANCIAL LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation:
O'GRADY FINANCIAL LLC charges a fee for their financial planning services. The fee structure may vary depending on the complexity of the client's financial situation and the services they require.
The firm believes in transparent and fair compensation and has a fiduciary duty to act in their clients' best interests.
Background:
O'GRADY FINANCIAL LLC was founded by John O'Grady, a certified financial planner with over 20 years of experience in the financial industry.
Under his leadership, the firm has grown into a well-respected and trusted name in the financial planning industry, with a solid track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a fiduciary financial advisor, O'GRADY FINANCIAL LLC must act in their clients' best interests at all times. They are committed to transparency and have no disclosures on their record, as confirmed by the SEC and FINRA.