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Welcome To O’Donnell Financial Group

Gaining financial peace of mind comes from having a partner that understands your life’s financial goals. At the O’Donnell Financial Group, we are here to help you make sense of it all and reach those goals. With offices throughout the Bay Area and California, including San Rafael, San Fransisco and San Jose, we ensure wherever you are, there is an O’Donnell Financial Advisor near you!

The best relationships start with a conversation that is focused on you. We take a holistic approach covering your current financial situation and get to know each other to determine how we can help.

If you’re looking for comprehensive financial guidance or advice on investing, mortgages, or insurance, we would love to sit down and talk. Our initial 90-minute consultation is free of charge and obligations.

IT’S ALL ABOUT YOU AND WE’RE HERE TO HELP

LET’S TALK

Get Greg’s Latest Books!

Empower your retirement knowledge with The Little Red Book of Retirement Complete Series

The Little Red Book of Retirement

When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement Series aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!

Get The Book!

THE VALUES THAT HAVE DEFINED US FOR OVER 30 YEARS

O’Donnell Financial Group

HOLISTIC

Wealth Management

DEDICATION

Mortgage Services

TRUST

Insurance Services

TRANSPARENCY

gaining financial peace of mind

COMMUNITY

TAKE THE FIRST STEP TOWARD
GAINING FINANCIAL PEACE OF MIND.

LET’S TALK

TAKE OUR FREE RISK ASSESSMENT TEST TO SEE IF YOUR INVESTMENTS ARE PROPERLY ALIGNED WITH YOUR UNIQUE RISK SCORE & YEARS TO RETIREMENT.

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O’DONNELL FINANCIAL GROUP

WITH OFFICES THROUGHOUT THE BAY AREA AND CALIFORNIA, INCLUDING SAN RAFAEL & SAN JOSE

WHEREVER YOU ARE, THERE IS AN O’DONNELL NEAR YOU!

CONTACT US

The Greg O’Donnell Financial Hour Radio Show

Catch Greg on the following stations:

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Let’s face it – in a busy world, everyone finds it harder to keep properly informed of financial issues that can have tremendous impact on their lives. That’s why Greg lays it on the line every Saturday during the Greg O’Donnell Financial Hour. From game changer topics like investment trends, retirement readiness, insurance coverage and mortgage advice to the day-to-day financial questions that can simply give you peace of mind, you’ll always get straight talk.

If you missed last week’s show, then click to below to hear our latest broadcast.

Saturday, October 13th 2018
Greg O’Donnell Financial Hour
RADIO ARCHIVES