The mission of O'Donnell Wealth Management is to provide clients of southeastern Minnesota with comprehensive financial information and guidance to help them make sound decisions in managing their assets and planning for their financial future. We believe in building relationships with our clients through meaningful conversations.
At O'Donnell Wealth Management, you will find an approachable and helpful financial consulting process aimed at identifying and achieving financial goals. Securities and Advisory services offered through LPL Financial, a registered investment advisor.
At O'Donnell Wealth Management, you will find an approachable and helpful financial consulting process aimed at identifying and achieving financial goals. Securities and Advisory services offered through LPL Financial, a registered investment advisor.
Services
The roots of O'Donnell Wealth Management go back over 20 years to a small lawn mowing and snow shoveling business in the early 1990s. The idea was simple: perform a valuable service for your customers, go above and beyond their expectations, and earn their trust by the quality of the work you do. Today, O'Donnell Wealth Management operates the same way.
For us it means making good decisions about how you utilize your money and plan for the future. Informed money management is about controlling habits and emotions. You can either spend everything you earn today, or you can spend a little less and set aside something for the future that may be able to compound over time.
We are a local, financial consulting business helping residents of Southeast Minnesota with investment advice and saving for retirement. Clients come from Rushford, Peterson, Rushford Village, Mabel, Houston, Caledonia, Lewiston, Winona, and everywhere in-between and beyond. You will find us in the Mill Street Mall in downtown Rushford, Minnesota.
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