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O'Donnell Financial Services LLC

EST. AUM
$343,062,235

CONTACTS

CLIENT ACCOUNTS
918

Firm Details

Metro area San Francisco
CRD Number 172520
Website odfigroup.com
Client types

Overview

O'Donnell Financial Group (ODFI) is a California-based registered investment adviser serving retirees and pre-retirees across the Bay Area, with offices in San Rafael, San Jose, and Walnut Creek. The firm provides comprehensive financial planning, wealth management, mortgage services, and insurance services through a holistic approach focused on understanding each client's unique goals and building customized plans that are monitored and adjusted over time.

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Investment Preferences

Alternative Activity

Address

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

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