Helping clients reach their financial goals through informed and timely professional advice.
Specialties of O'Connor Investments:
- Investment Management Strategies
- Tax-Efficient Investing
- Income Producing Investment Strategies
- Retirement Accounts for Individuals and Businesses
- Personal Financial Planning
Leo G. O'Connor Sr. has been a provider of financial services for over 35 years. Leo has completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a general securities representative and an investment advisor representative. He is also a licensed life, health, and variable annuity agent in New York.
Leo entered the financial services field as a specialist in tax-free bonds in 1977 in Syracuse, NY, and later became part owner of a regional brokerage firm in Endicott, NY. Prior to starting O'Connor Investments in 1991, he gained experience at Dean Witter Reynolds.
Leo is active in the several community organizations. He has served on the Catholic Education Foundation. He is a current officer of the River City Toastmasters Club of Binghamton and is on the Advisory Board of the Financial Planning Association of the Southern Tier of New York.
When not at the office, Leo can be found on the tennis court, biking or hitting the pavement in his running shoes.