We help manage each phase of your financial life and build the roadmap to get you where you want to be. Crown City Tax Planning will clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.
We have established relationships with attorneys who specialize in estate planning and represent families and individuals to prepare cost-effective, specialized Estate Plans (Wills and Trusts) and represent beneficiaries and fiduciaries during Trust Administration.
We have established relationships with attorneys who specialize in estate planning and represent families and individuals to prepare cost-effective, specialized Estate Plans (Wills and Trusts) and represent beneficiaries and fiduciaries during Trust Administration.
Services
John has more than thirty five years experience in the financial services industry. Prior to establishing O'Connor Wealth Management (OWM), John provided retirement and financial planning services for clients through independent brokerage firms. Through OWM, he has created a financial services firm to deliver unbiased, fee-based (no commissions) advice to clients.
Advisory Services are offered through O'Connor Wealth Management, a California Registered Investment Advisor. O'Connor Wealth Management does not render or offer to render personalized investment advice or financial planning advice through this web site. 3. Execution of an Investment Advisory and or Financial Planning agreement between the client and the advisor.
Reviews (2)
Gina P.
May 27, 2021
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I am so excited to have put my trust and faith into O'Conner Wealth Management. I have managed my own assets for many years, but as I am reaching retirement, I wanted to make sure I was investing wisely. John came highly recommended to me by friends and family. I am so happy I made this change and can sleep better at night!
Kathy D.
Nov 22, 2011
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I met with John shortly after a major life event. He reviewed my financial records, helped me set up a plan for managing my day to day living and retirement planning. John is easy to talk to, makes complicated situations clear and teaches you everything along the way. Without his help, I would have many sleepless nights. I highly recommend his service! Many of my friends and co workers use his services and are very pleased as well.
