Broker Check

Services

We provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Educational IRA
  • 529 Plans
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Solo-K
  • Variable Annuities

Financial Planning

  • Detailed Retirement Analysis
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Individual Health Insurance
  • Group Health Insurance
Client Centered

We have partnered with a trusted CPA to provide additional tax planning services to our clients. D.F. O’Brien + Co. has over 40 years of Accounting experience. One of the most significant benefits of working with a CPA is their tax planning expertise. Dave O'Brien will create a comprehensive tax planning strategy, efficiently manage your accounting functions, and find ways to increase your cash flow. When you work with a combined CPA and financial advisor you can take comfort in knowing that a team of professionals is diligently collaborating to coordinate all aspects of your financial plan.