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.