“A deep understand of a client’s long term life goals is essential in being able to provide a secure and successful financial plan. The process starts with listening.”
Bill brings to O’Brien clients extensive knowledge and skill in financial planning. Bill’s focus is on assisting clients to build and protect their capital by working closely with our financial planning advisors to ensure the complexities of their strategic planning advice are tailored to individual client situations. Bill has established a high level of trust wtih both clients and the O’Brien team through his extensive experience in financial services.