O'Connell Investment And Insurance Services, LLC

EST. AUM
$208,438,586

CONTACTS
2

CLIENT ACCOUNTS
519

Firm Details

Metro area Portland, OR
CRD Number 290254
Website gowealthgroup.com
Client types

Overview

O’Connell Investment & Insurance Services, LLC operates as a Registered Investment Advisory firm, adhering to fiduciary standards that prioritize clients' interests. They maintain independence from brokerage firms and corporate affiliations, emphasizing a direct and client-centric approach. The firm starts by understanding clients' goals, conducting thorough assessments of their income and assets, and recommending products that best fit their needs. Transparency is integral to their process, ensuring clients are fully informed about available options and associated costs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

O'Connell Investment And Insurance Services, LLC

Platform Details

Investment Preferences

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