Overview

the o'donnell group - a wealth planning firm

Information by Research TrustFinance

https://www.theodonnellgroup.com/

The O'Donnell Group, Inc. is a fee-only Registered Investment Adviser that acts as a fiduciary for its clients. The firm specializes in creating comprehensive wealth plans, offering services in financial planning, investment management, and retirement planning, primarily for pre-retirees and retirees. Their approach is centered on understanding clients' personal goals to provide clarity and confidence in their financial lives.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service