IT ALL STARTS WITH
A CONVERSATION.

WELCOME TO O’DONNELL FINANCIAL GROUP. IT’S ALL ABOUT YOU AND WE’RE HERE TO HELP.

Gaining financial peace of mind comes from having a partner that understands your life’s financial goals. At the O’Donnell Financial Group, we are here to help you make sense of it all and reach those goals.

The best relationships start with a conversation that is focused on you. We take a holistic approach covering your current financial situation and get to know each other to determine how we can help.


IF YOU’RE LOOKING FOR COMPREHENSIVE FINANCIAL GUIDANCE OR ADVICE ON INVESTING, MORTGAGES, OR INSURANCE, WE WOULD LOVE TO SIT DOWN AND TALK. OUR INITIAL 90-MINUTE CONSULTATION IS FREE OF CHARGE AND OBLIGATIONS.

LET’S HAVE A TALK ABOUT

TAKE OUR FREE RISK ASSESSMENT TEST TO SEE IF YOUR INVESTMENTS ARE PROPERLY ALIGNED WITH YOUR UNIQUE RISK SCORE & YEARS TO RETIREMENT.

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GET GREG’S LATEST BOOKS!


Empower your retirement knowledge with The Little Red Book of Retirement Complete Series

When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement Series aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy today to get started!

GET THE BOOK!

THE VALUES THAT HAVE DEFINED US FOR OVER 30 YEARS

HOLISTIC

You need a plan based on your unique goals… we look at the complete picture, making sure all of your efforts are working in concert.

DEDICATION

You can live life to its fullest… we are vigilant; keeping your financial plans on track so you can enjoy life with less worries.

TRUST

It’s not something you can buy… we work hard everyday to earn your trust by helping you reach your unique goals.

TRANSPARENCY

Open, honest and confidential… we provide complete transparency and 24/7 safe and secure access to your accounts.

COMMUNITY

We’re all in it together… Greg O’Donnell is a hometown community leader helping serve our community for over 30 years.

TAKE THE FIRST STEP TOWARD GAINING FINANCIAL PEACE OF MIND.

Attend One of our Informative Seminars
A Wise Strategy for Claiming Social Security Benefits
Invest 20 minutes to Learn How to Turn Savings into Income
O'Donnell

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