O'Leary Financial Planning
About the Business
Welcome to O'Leary Financial Planning, located in Galway on Tuam Road. As a reputable establishment specializing in finance, we are dedicated to helping business owners, professionals, and pre-retirees effectively manage their personal finances, grow their wealth, and protect what matters most to them.
At O'Leary Financial Planning, we understand the importance of striking a balance between enjoying your lifestyle today and saving for the future. Our team of experts is committed to alleviating any financial stress you may face and ensuring that your money is utilized to its fullest potential.
We take the time to develop a personalized plan that aligns with the future you envision and deserve. By working closely with you, we uncover your goals, assess your current reality, and identify any financial roadblocks. Together, we navigate a clear path for you to follow.
Our focus extends beyond the present. We are dedicated to maintaining your current lifestyle while safeguarding your future. With Mary managing our Executive and Employee Pensions, we can confidently concentrate on growing our business, knowing that our financial needs are in the capable hands of O'Leary Financial Planning.
Cleona, one of our esteemed financial planners, has received high praise from satisfied clients. By providing comprehensive financial planning advice, Cleona ensures that each client's needs are met. Clients appreciate the annual review of their financial plan, allowing them to have complete control over their finances.
What sets O'Leary Financial Planning apart is our commitment to truly understanding and addressing your specific needs. We prioritize your financial peace of mind over selling you products you may not require. Our clients have expressed immense gratitude for Cleona's expertise in sorting out their financial lives and providing them with a sense of security.
For over 16 years, Cleona has been a trusted advisor, helping clients structure their savings and financial planning. By tailoring illness protection schemes, life assurance, and various savings and investment plans to their individual needs and risk levels, Cleona has ensured her clients' peace of mind when it comes to pension planning and financial security.
O'Leary Insurances Life & Pensions (Galway) Ltd T/A O'Leary Financial Planning is regulated by the Central Bank of Ireland. With our company registration number of 320878, you can have confidence in our professional and trustworthy approach.
If you are seeking expert financial planning services that prioritize your needs and goals, O'Leary Financial Planning is here for you. Contact us today to take the first step towards financial peace of mind and a secure future.
Photos
Location & Phone number
Liosban Business Park, Tuam Rd, Galway, H91 AK8V, Ireland
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My experience of O'Leary Financial Planning was very positive. Cleona Kinahan provided expert and timely advice on issues related to transfer of a UK pension to Ireland. My thanks to all involved for the professional, efficient and friendly service I received."
"I would highly recommend O’Leary Financial Planning from start to finish Cleona guided us through our financial plan. Her knowledge was second to none on all topics we had to discuss from savings plans to income protection. Very easy to speak with and would highly recommend to anyone, no question was too small or big. Thank you very much."
"From start to finish Cleona put me at ease. She and her team made the process v easy for me. Very professional service and I would highly recommend to anyone."
"O'Leary Finanacial Planning was easy to deal with from the minute we made contact with Cleona. She is very clear when explaining financial products and what is available on the market. Her advice was invaluable and her team were very helpful with getting all of our questions dealt with quickly. I couldn't recommend Cleona and the team at O'Leary's enough."
"I dealt with Cleona yesterday, her knowledge on the subject matter was expansive & she answered all my questions & then some. My entire dealings from beginning to end with O'Learys was so professional. I'd highly recommend."
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