O'Brien Associates Email Format

Financial ServicesMassachusetts, United States0-1 Employees

O’Brien Associates is an independent, fee-only financial planning practice, providing advice and expertise to individuals and small businesses. Although we work with individuals and couples of all ages, we particularly enjoy working with women to help them to address their financial issues and needs and to gain greater confidence in their own ability to understand and manage their finances. We seek out clients who are enjoyable to work with and who embrace the same values that we espouse. We listen carefully to the needs and goals of our clients and we strive to provide them with the appropriate services that they need. We take pride in helping our clients to realize how they can improve their financial situations and reach their goals. O’Brien Associates is a Registered Investment Advisor in the Commonwealth of Massachusetts. We are an independent firm, which means that our services and advice are objective and are not limited to any specific product or service offered by a broker dealer, mutual fund company or insurance company. We sell no products and receive no commissions. We act as a fiduciary for our clients, always putting their interests ahead of our own. Initial consultations are always free of charge.

Sign up for free to view info

Company overview Employee directory