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O Brien Associates Careers in Boston, MA

O'Brien Associates
  • Founded

    1998

  • No. of Employees

    Myself Only

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About O'Brien Associates

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

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