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FINANCIAL ADVISOR

Michael J O'Brien

DFSA™
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Wealth Protection Strategies

Personal Interests

  • Spending Time with Family
  • Camping
  • Reading
  • Sports Enthusiast
  • Cooking

Team Members

  • Kourtney Maloney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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