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HOME
ABOUT
- Our Holistic Approach
- Meet Greg O’Donnell
OUR SERVICES
EVENTS
MEDIA
- RADIO
- Published Articles
LITTLE RED BOOKS
EDUCATION
CONTACT
(866) 496-2300

HOME
ABOUT
- Our Holistic Approach
- Meet Greg O’Donnell
OUR SERVICES
EVENTS
MEDIA
- RADIO
- Published Articles
LITTLE RED BOOKS
EDUCATION
CONTACT
(866) 496-2300

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O’Donnell Financial Group – Financial Services – Wealth Management
Happy senior couple standing at mast. Two smiling people enjoying boat trip.

Happy senior couple standing at mast. Two smiling people enjoying boat trip.Kirby2022-01-14T18:43:26+00:00

financial advisor

California Financial Planner

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CONTACT US:

Phone: (866) 496-2300
Fax: (415) 758-6363
info@odfigroup.com

Locations:

Main Office - San Rafael, CA:
1101 Fifth Avenue, Suite 150, San Rafael, CA 94901

San Jose:
1520 The Alameda #120, San Jose, CA 95126

Walnut Creek (By Appointment Only): 1535 N Main St, Suite 200, Walnut Creek, CA 94596

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Disclosure: O’Donnell Financial Services, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where O’Donnell Financial Services, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by O’Donnell Financial Services, LLC unless a client agreement is in place. O’Donnell Financial Services, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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