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O'Connor Financial Group, LLC

EST. AUM
$275,258,000

CONTACTS
3

CLIENT ACCOUNTS
1,062

Firm Details

Metro area Chicago
CRD Number 168636
Website oconnorfinancial.group
Client types

Overview

O’Connor Financial Group is a boutique financial services firm specializing in customized wealth management, investment strategies, and financial planning. The firm provides tailored solutions for individuals, families, and businesses, focusing on fostering long-term client relationships through a personalized approach. Their expertise spans retirement planning, tax-efficient strategies, insurance, and estate planning, with a commitment to helping clients achieve financial security and growth.

Platform Details

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Alternative Activity

Address

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

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