O'Connor & Associates

O’Connor & Associates is a dynamic financial advisory team, providing customized wealth management services to clients, their businesses and their families in many states. Our primary objective is to become an essential lifetime resource to those who entrust us to help them with their financial well-being. O’Connor & Associates can offer individuals and families advice and guidance on retirement planning services, alternative investments when appropriate, insurance needs analysis, estate planning services, trust services through Bank of America in conjunction with the clients’ CPAs and attorneys, as well as access to residential lending solutions through Bank of America. Our team also provides services for businesses, such as access to professional practice lending through Bank of America and retirement plan design and servicing.