O'Connor Financial Group LLC Email Format

Financial ServicesIllinois, United States11-50 Employees

O'Connor Financial Group LLC is a small financial services firm based in Quincy, Illinois, that provides investment advisory services tailored to individuals and families. It helps clients understand their goals and make informed financial decisions, aiming to avoid costly missteps. With almost thirty years of operation, the firm has served hundreds of clients by clarifying what constitutes an appropriate financial plan. Investment advice is offered through the firm as a registered investment adviser, and it does not provide tax or banking services; investments are not FDIC insured. 

The client engagement follows a three-step approach: scheduling a call to discuss goals and priorities, designing a customized financial plan, and supporting the client to implement and live confidently with that plan. This positioning places the company within the financial services sector as a guidance-focused advisor serving individuals and families seeking clarity and confidence about their financial future.

Sign up for free to view info

Company overview Employee directory