About O’Donnell Financial Group

Our mission, as a financial advisor, 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 in the Bay Area and California, including San Rafael, San Francisco & San Jose, to take advantage of the moneymaking 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 every day.

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.

Request Your Complimentary, No Obligation Financial Consultation

OUR HOLISTIC APPROACH

OUR APPROACH TO PERSONALIZED CLIENT SERVICE AND FINANCIAL ADVICE IS ROOTED IN THE IDEA THAT EVERYONE IS UNIQUE AND HAS DIFFERENT NEEDS.

We begin with a serious, confidential conversation that addresses your personal attitudes and objectives and where you are financially, including a detailed analysis of:

  • your bank accounts and securities
  • your home and other real estate holdings
  • job benefits, insurance policies, trusts and other important documents.

INTERESTED IN SCHEDULING A FREE 45-MINUTE CONSULTATION?

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 your plan based on life events or changes in your financial circumstances.

INTERESTED IN SCHEDULING A FREE 45-MINUTE CONSULTATION?

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 comes 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.

INTERESTED IN SCHEDULING A FREE 45-MINUTE CONSULTATION?

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 peace of mind

COMMUNITY

About Our Founder

Greg O’Donnell Financial Advisor San Francisco Financial Advisor

Email Greg O'Donnell

For over three decades, Greg O’Donnell has made it his mission to guide his clients to pursue and maintain a healthy and comprehensive financial life plan and reach their unique 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 conversation.

For more financial advice and information from O’Donnell, read our blog

VIEW OUR BLOG

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

}