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.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
