O'Leary Financial Planning

O'Leary Financial Planning is an independent advisory firm dedicated to providing personalized financial guidance to individuals and families. The firm focuses on developing holistic financial plans that cover retirement planning, investment management, and other long-term financial goals. By operating independently, they aim to offer objective advice and strategies tailored to each client's unique circumstances. The firm provides its securities and advisory services through its affiliation with LPL Financial, a major registered investment advisor and broker-dealer.