Independent, Fee-Only Financial Planning and Advice No Product Sales - No Commissions
New clients through referral only for assistance exclusively with:
investment review, strategy and ongoing investment advisory services, or
retirement-related needs (planning, readiness, transition or in-retirement advice) with the ultimate goal of engaging us for ongoing investment advisory services.
Imagine a life where you:
Have a trusted financial advisor you can turn to.
Realize with more clarity what is important to you.
Understand the financial impact of the decisions you make.
Feel organized and in control.
Avoid major financial mistakes.
See your dreams become reality.
Know that your best interests are being safeguarded.
Achieve financial peace of mind.
My name is Anne O’Brien, MBA, CFP® and helping my clients achieve their goals and dreams is my passion.As an independent fee-only Certified Financial Planner™, I deliver personalized service with a deep and thorough expertise focused on my clients' specific needs.I am their personal financial advisor, helping them make sound decisions that enable them to attain their goals. O’Brien Associates is a Registered Investment Advisor in the Commonwealth of Massachusetts.We are an independent firm, which means that our services and advice are objective and are not limited to any specific product or service offered by a broker dealer, mutual fund company or insurance company. We sell no products and receive no commissions. We act as a fiduciary for our clients, always putting their interests ahead of our own.
Initial consultations are always free of charge.
Providing financial planning in Worcester county and beyond.
O’Brien Associates, 47 Shore Road, North Brookfield, MA01535 508-867-8123