Our Services
Each client's financial pursuits are unique; by developing custom financial strategies, O'Connor Financial Services can assist you in achieving your goals. OFS will help you develop and implement a sound financial plan.
In addition to providing financial planning services for Individuals and families, OFS also offers advanced planning for small business owners and trusts.
Areas of concentration include:
- Investment advice and asset management
- Retirement planning
- Financial and tax planning strategies
- Wealth accumulation
- Higher education planning
- Inheritance planning
- Charitable Planning
Note: O'Connor Financial Services LLC. is our D.B.A. Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. O'Connor Financial Services is not affiliated with the Osaic Wealth, Inc.