Our mission is to work with each client to help them create and execute a sound financial plan that is based on their unique needs. We help clients take advantage of the money making and money-saving strategies that can be derived from creative loan financing and tax efficient investment strategies.
After 30 years of providing financial, mortgage and insurance advice and services, we know nobody can afford to waste money or bypass opportunities to save money. Yet, it takes place everyday.
During our conversations, we take the time to ask the right questions and thoroughly evaluate all of your financial options based on your personal preferences. Our holistic approach provides you with a custom solution that we monitor and adjust to help you reach your goals.
We invite you to have a conversation with us and look forward to the opportunity of working together.
We begin with a serious, confidential conversation that addresses your personal attitudes and objectives and where you are financially, including a detailed analysis of:
We take the time to address your personal attitudes and goals… that’s why our conversations are so important. As we execute your unique plan, we make sure our efforts are in alignment with your expectations and we keep you fully apprised of our progress.
By spending quality time together, we come to understand how we can best execute your plan and be prepared for changes that may be needed to you plan based on life events or changes in your financial circumstances.
We have regularly scheduled client meetings on a quarterly and yearly basis, and also encourage all of our clients to reach out to us whenever they need to talk. The peace-of-mind that come from knowing you have an advocate for your long-term financial well-being is invaluable.
That’s why we believe it all starts with a conversation. Our relationship grows based on our shared values and the trust we earn by working together and fulfilling our responsibilities and your expectations.
CEO & Founder
For over three decades, Greg O’Donnell has made it his mission to guide his clients to pursue and maintain a healthy financial life plan and reach their financial and retirement goals.
As CEO & Founder of O’Donnell Financial Group, Greg has led his company to become an accredited member of the Better Business Bureau. He is a long-standing member of his community and is actively involved in many organizations and philanthropic causes.
Greg shows people how to invest, protect, and grow their life earnings in order to pursue a secure financial future and it all starts with a confidential and comfortable conversation.
A respected public speaker, Greg talks nationally each year at seminars and conferences. He also hosts a popular weekly radio show called the Greg O’Donnell Financial Hour, which broadcasts Saturdays at NOON on KSFO – 560am, as well as on many other radio stations.
From wealth management to mortgage services to insurance services, Greg works closely with clients to build a relationship and come to understand their unique needs and dreams of the future. Always happy to meet, Greg invites you to take the first step and set up a meeting to have a firstname.lastname@example.org