Welcome To O’Donnell Financial Group

Gaining financial confidence 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 together build a custom, comprehensive plan 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 wherever you are, there is an O’Donnell Financial Advisor near you!

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 complimentary, and at no obligation to you.

IT’S ALL ABOUT YOU AND WE’RE HERE TO HELP

LET’S TALK

Get Greg’s Latest Books!

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

The Little Red Book of Retirement

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 may not be 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 complimentary digital copy here to get started!

THE VALUES THAT HAVE DEFINED US FOR OVER 30 YEARS

O’Donnell Financial Group

HOLISTIC

Wealth Management

DEDICATION

Mortgage Services

TRUST

Insurance Services

TRANSPARENCY

gaining financial confidence

COMMUNITY

TAKE THE FIRST STEP TOWARD
GAINING FINANCIAL CONFIDENCE.

LET’S TALK

RISK ASSESSMENT SCORE

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

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