About O’GRADY FINANCIAL SERVICES LLC
O’GRADY FINANCIAL SERVICES LLC is a prestigious financial services company that specializes in providing expert financial advice to clients. With decades of experience in the industry, their team of knowledgeable advisors offers personalized solutions tailored to each client’s unique financial needs.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating and maintaining a financial plan
- Provides expert advice on investments, retirement planning, and tax strategies
- Helps clients understand and manage financial risks
- Offers ongoing support and monitoring of financial goals
Facts and Insights
O’GRADY FINANCIAL SERVICES LLC prides itself on staying up-to-date with the latest trends and developments in the financial industry. They regularly conduct market research, maintain relationships with top financial institutions, and attend industry conferences to better serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
O’GRADY FINANCIAL SERVICES LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
O’GRADY FINANCIAL SERVICES LLC serves a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
O’GRADY FINANCIAL SERVICES LLC operates on a fee-only basis, meaning they do not receive commission or compensation for selling specific products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Background
The team at O’GRADY FINANCIAL SERVICES LLC is made up of highly qualified and experienced financial advisors. They hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).
Financial Advisor Disclosures to Know
As a registered investment advisor, O’GRADY FINANCIAL SERVICES LLC adheres to strict disclosure requirements. Clients are provided with a Form ADV, which outlines the company’s services, fees, and any potential conflicts of interest. Additionally, any relevant legal or disciplinary actions are disclosed in this form.