It All Starts Here
At the O’Donnell Financial Group, we are here to help you make sense of retirement while gaining confidence and building a custom, comprehensive plan together to help you work toward your goals. With offices throughout the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, we ensure that wherever you are, there is an O’Donnell Financial Master Elite Advisor near you!
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 complimentary and at no obligation to you.
Request Your Complimentary, No Obligation Financial Consultation
Download A Copy Of Our
Little Red Book Of Retirement eBook Series
The purpose of this book is to provide you with the knowledge you need to make more informed decisions about the accumulation and income phases of your financial life.
As you read through this little book I encourage you to keep an open and active mind. I believe that most of you will learn a thing or two and, at the very least, be better prepared to make good decisions upon its completion.
It’s true in life. It’s true in the world of investing and retirement planning: knowledge is power.
Never stop learning. Never stop questioning. Never stop thinking for yourself.
– Greg O’Donnell
