The O'Connor Group, officially Visions Investment Services, LLC, is an independent financial services firm dedicated to helping individuals and businesses achieve their financial goals. Founded by Patrick O'Connor, the firm emphasizes a personalized approach to financial planning, investment management, retirement planning, estate planning, and insurance services. They operate as an SEC-registered investment adviser, with securities offered through Cadaret, Grant & Co., Inc. Their mission is to provide clients with customized strategies and guidance to build and preserve wealth.

Founded in

United States