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The O'Hagan Group

EST. AUM
$1,249,663,330

CONTACTS
6

CLIENT ACCOUNTS
1,601

Firm Details

Metro area Philadelphia
CRD Number 315389
Website theohagangroup.net
Client types

Overview

The O'Hagan Group is a financial advisory firm offering services in retirement planning, wealth transfer planning, life insurance, and the Pilot Retirement Account Plan (PRAP) for United Airlines employees. The firm also provides estate planning assistance, including support with wills, trusts, and powers of attorney. With advisors who are current or former airline employees, the firm has expertise in airline benefit programs and experience in recovering lost benefits for clients. It assists clients with navigating financial systems, benefit websites, and documentation, focusing on creating plans aligned with individual goals. The O'Hagan Group has offices in Bethlehem, PA, and Chicago, IL, and serves clients across 44 states.

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Address

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

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