O'Brien Retirement Investment Group - Mystic, Connecticut

El O'Brien Retirement Investment Group, ubicado en la dirección 9 Masons Island Rd 1st Floor, Mystic, CT 06355, es un grupo especializado en servicios de inversión y consultoría financiera. Este grupo se destaca por su atención personalizada y su enfoque en el bienestar financiero de sus clientes durante su etapa de jubilación.

El grupo ofrece una variedad de servicios, que incluyen la planificación de la jubilación, la gestión de inversiones y el asesoramiento financiero. Sus consultores financieros están capacitados para ayudar a los clientes a alcanzar sus metas financieras a largo plazo, brindándoles recomendaciones y estrategias personalizadas.

La ubicación del grupo es accesible para personas en silla de ruedas, con una entrada y estacionamiento especialmente diseñados para facilitar el acceso. Además, el grupo cuenta con una calificación promedio de 4.6/5 en opiniones de clientes, según Google My Business, lo que demuestra su alto nivel de satisfacción.

El O'Brien Retirement Investment Group cuenta con un sitio web informativo, obrienretire.com, donde los interesados pueden obtener más detalles sobre los servicios que ofrece el grupo. El sitio web también proporciona recursos educativos y herramientas útiles para ayudar a los visitantes a tomar decisiones financieras informadas.

Opiniones de O'Brien Retirement Investment Group

Emily Zorn

5/5

I moved my investment account over to O'Brien Retirement Investment Group a year ago, and it was the best decision I could have made for my future. They take the time to get to know you and your specific wants and needs, and they truly make you feel appreciated and understood. I would definitely recommend them for your investment and retirement needs!

Joel Marino

5/5

Being from a family of immigrants, there were a lot of things about this country I had to learn on my own: The biggest one being how finances and money work in America. While I was fine doing this solo for most of my life, some happy promotions at work made me realize there were still many tricky scenarios around personal wealth that I couldn't handle on my own. Enter O'Brien Retirement Investment Group. They were patient with my many, many questions about how thinks like 401(k)s and investments worked. They have been very transparent and thorough from the start, which has been a godsend when it comes to deciphering the many buzzwords around retirement savings. I'm glad I don't need to fly solo anymore, and I highly recommend their services to anyone looking to take their investments to the next level.

Stephanie Rush, Realtor

5/5

I highly recommend O'Brien Retirement. Not only are they an incredibly honest company with high standards, they will do everything in their power to ensure your financial needs are understood and executed. Even in an ever changing market, your investments and portfolio is carefully curated and managed with O'Brien Retirement. If you, or anyone you know is looking for financial assistance and an honest opinion, look no further. You'll be glad you did!

Alexi Switz

5/5

Denis and Beau have both been very helpful, knowledgeable and patient in explaining my different investment options. As a young adult, many people often don't take me seriously; however, Denis and Beau treated me with the upmost respect and gave me the same time and consideration they give to all of their clients. I highly recommend them, without any hesitation!

Brianna Turgeon

5/5

The advisors at O'Brien Investment are top notch. They have excellent communication and are proactive in ensuring goals are meet and exceeded. If you are looking for a wealth of industry knowledge and quality customer service make sure you give them a call.

Amy Teixeira

5/5

I can’t thank Beau and Denis enough for the help that they’ve given me over the years. A family member recommended them to me as I was a novice with financial planning. Their patience, insightfulness, and professionalism have been greatly appreciated and I feel so much better about my financial situation after working with them.

Jill Lageman

1/5

If I could give negative stars, I would give Denis 350,000; one for every dollar of mine that he stupidly risked and lost, I am sure to the benefit of himself and his rich cronies. Does Denis feel at all bad? No you need a conscience for that.

Mike Urgo

5/5

Denis and Beau are awesome and really care about their customers. Highly recommend!