We are a financial services consulting firm with a focus 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 advisors' plans are designed seeking a comfortable retirement with reduced money worries.
- Our advisors use tax-advantaged strategies to help pay for your kids’ college education.
- Our advisors can advise you on the appropriate insurance to help protect your family and business interests.
- Out advisors 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.
Our advisors 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, our advisors specialize in tailoring 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 comprehensive investment strategies, our advisors will help you pursue your long and short term financial goals.
Financial Partners
A good defense is the best offense. Let O’Connor Investments help by providing insurance policies that will assist in protecting what is precious to you and your family.
College Planning
Rising education costs require a forward-thinking plan. The advisors at O’Connor Investments can help you prepare for one of life’s biggest investments.
Tax Reduction Strategies and Investing
Let us handle the details.
Retirement Plans
Managing your company’s 401(k) program can seem complicated, but advisor's objective is to make it easy. Our advisors' benefits strategies will seek to leave your employees in good standing.