Broker Check

WELCOME TO O'CONNOR INVESTMENTS, INC.

At O’Connor Investments, we’re dedicated to helping you work toward reaching your financial life goals with informed and timely professional advice.

Stop by at our convenient Riverside Drive office, or give us a call to schedule a meeting.

Contact Us

We are financial services consulting firm with a focus is on providing strategies that are right for you, your family, and your business. We start by finding out what is important in your life and building a plan that reflects your priorities.

  • Our Plans are designed seeking a comfortable retirement with reduced money worries.
  • We use tax-advantaged strategies to help pay for your kids’ college education.
  • We can advise you on the proper insurance to help protect your family and business interests.
  • We seek the Management of your wealth for lifetime independence, so that you may enjoy the financial freedom to help you pursue lifelong goals and dreams.

We seek to integrate all elements of your finances so they work together for optimal results. Give us a call today to find out how we can help you work toward attaining your life goals.

Financial Guidance

At O’Connor Investments, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Financial Partners 

A good defense is the best offense. Let O’Connor Investments surround you and your family with our leading insurance policies.


OUR AREAS OF EXPERIENCE

College Planning

Rising education costs require a forward-thinking plan. O’Connor Investments can help you prepare for one of life’s biggest investments.

Tax Reduction Strategies and Investing

Let us handle the details. 

401(k) & IRA Rollovers

Managing your company’s 401(k) program can seem complicated, but O’Connor Investments will make it easy. Our benefit strategies will seek to leave your employees in good standing.

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