How does the advisor help clients – Key Takeaways:
O'LEARY FINANCIAL STRATEGIES LLC acts as a financial expert and provides personalized financial solutions to its clients. The firm believes in building strong, long-term relationships with its clients and guiding them towards achieving their financial goals.
- Customized financial strategies are developed after assessing each client’s unique financial needs and goals.
- The firm believes in transparency and clarity and offers unbiased advice to its clients.
- O'LEARY FINANCIAL STRATEGIES LLC provides ongoing support and monitoring to ensure that clients’ financial goals are on track.
Facts and Insights
O'LEARY FINANCIAL STRATEGIES LLC was founded in 2010 by John O'Leary, a certified financial planner with over 20 years of experience in the financial industry. The firm is headquartered in New York and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 10 | $100 million |
| 2015 | 15 | $200 million |
| 2020 | 20 | $300 million |
Financial Services Offered
O'LEARY FINANCIAL STRATEGIES LLC provides a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
The firm caters to a diverse client base, including individuals, families, and small businesses. O'LEARY FINANCIAL STRATEGIES LLC focuses on providing financial solutions to clients at different stages of their lives, including recent graduates, families with children, and retirees.
Fees & Compensation
O'LEARY FINANCIAL STRATEGIES LLC charges fees based on a percentage of assets under management. The firm also offers hourly and fixed fees, depending on the services rendered. The firm ensures complete transparency in its fee structure and does not receive any commissions or kickbacks from third-party companies.
Background
The founder of O'LEARY FINANCIAL STRATEGIES LLC, John O'Leary, has a Bachelor’s degree in Finance from a leading university and is a certified financial planner. He started his career at a top financial firm and then went on to establish his own firm to provide personalized financial solutions to his clients.
Financial Advisor Disclosures to Know
O'LEARY FINANCIAL STRATEGIES LLC has a clean record with no disclosures reported in its Form ADV or on its website. The firm believes in transparency and discloses all potential conflicts of interest to its clients.