We strive to serve our clients during the financial process through deep and meaningful relationships that last for generations. We provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service.
Michael J. O'Connell, CERTIFIED FINANCIAL PLANNER professional, is Partner and Head of Financial Planning for Wealth Management Group.
Michael J. O'Connell, CERTIFIED FINANCIAL PLANNER professional, is Partner and Head of Financial Planning for Wealth Management Group.
Services
Wealth Management Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of experienced financial professionals in the industry.
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you meet you financial needs.Strategies and quality products: We use a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to help meet your needs.
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you meet you financial needs.Strategies and quality products: We use a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to help meet your needs.
Beginning from the day that most people are born, people start to accumulate financial assets. This accumulation phase, for the most part, is the longest stage a person will experience. It exists until there is such a time where the accumulation of wealth is sufficient enough to carry the client, consistent with their individual desires, to financial independence.
Most conversations about financial topics focus on the future, but we believe our products and services can impact you today. Together, we'll create a financial strategy that helps you enjoy the present and prepare for the future. Whether you're looking for help building a college fund for your children, creating a retirement strategy, running your business or all the above, we have the solutions and the experience to help.
We are always looking for the right individuals whose expectations for excellence match our own. We realize that those people who ultimately become the most successful in our profession are those who ask the questions right up front: "Is this the right profession for me?". That's why we use a mutual selection process and spend an extensive amount of time with prospective candidates.
Reviews
Be the first to review Wealth Management Group.
Write a Review