O'Donnell Financial Group
About the Business
Located at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals.
Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.
The institution also offers a comprehensive eBook series called "The Little Red Book of Retirement," designed to educate readers on the accumulation and income phases of their financial life. Greg O'Donnell's Financial Hour podcast provides further insights into financial planning and retirement strategies.
As a registered investment adviser, O'Donnell Financial Group emphasizes the importance of continuous learning and informed decision-making when it comes to financial planning. Clients can access the latest financial insights and IRA information through the institution's exclusive group of advisors. Visit their website for more information and to schedule your complimentary financial consultation.
Photos
Location & Phone number
1101 Fifth Ave, San Rafael, CA 94901, United States
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
"I love this guy! Greg practically vibrates with energy and intelligence. Bob and all the others who work together at O’Donnell have been more than kind, have gone out of their way to help me; even with the uninformed questions I present to them. They have always returned my calls, even when I couldn’t answer. I am planning on having Greg and his team help me organize my retirement; because of this, I know financial worries should not be a part of my future. Thanks again Greg!"
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