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O'Donnell Financial logo — Rock your life goals - Lift your financial confidence - with...

O'Donnell Financial

Rock your life goals - Lift your financial confidence - with O'Donnell Financial Group

United States San Rafael, United States 23 employees Financial Services, Wealth Management

General Information

Company Name O'Donnell Financial
Location United States San Rafael, United States +1
Employees 23
Industries Financial Services, Wealth Management
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About O'Donnell Financial

O'Donnell Financial is a Financial Services and Wealth Management company based in the United States. The company's slogan "Rock your life goals - Lift your financial confidence - with O'Donnell Financial Group" encapsulates its mission to assist clients in maximizing their financial potential. O'Donnell Financial aims to optimize mortgage plans for individuals, emphasizing the importance of sound financial decisions. The company prides itself on offering personalized services, taking the time to assess clients' needs and preferences to secure the best available deals. Additionally, O'Donnell Financial provides investment advice and advisory services through its registered investment adviser and broker dealer, O'Donnell Financial Services, LLC and Independent Financial Group, LLC (IFG) respectively. While their last investment and investors are currently unknown, their commitment to delivering reliable financial solutions remains evident. The company's dedication to aiding clients in making informed financial decisions signifies its potential for sustainable growth and impact in the financial services sector. For more information, visit www.odfigroup.com.

Taxonomy: Financial Planning, Mortgage Lending, Investment Advice, Refinancing, Life Insurance, Long Term Care

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O'Donnell Financial Alternatives & Competitors

O'Donnell Financial vs
SANCHEZ WEALTH MANAGEMENT, LLC
SANCHEZ WEALTH MANAGEMENT, LLC United States

Jon Sanchez is a registered representative offering securities and advisory services through Indepen...

5 employees
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O'Donnell Financial vs
Compass Point Retirement Planning, Inc.
Compass Point Retirement Planning, Inc. United States

Compass Point Retirement Planning offers objective and independent financial planning services to fa...

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O'Donnell Financial vs
Sutley Wertzer, Inc.
Sutley Wertzer, Inc. United States

We provide comprehensive financial planning in the context of a long-term partnership with you. Thro...

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FAQ About O'Donnell Financial

Rock your life goals - Lift your financial confidence - with O'Donnell Financial Group
O'Donnell Financial is headquartered in San Rafael, United States.
O'Donnell Financial operates in the following industries: Financial Services, Wealth Management.
O'Donnell Financial has approximately 23 employees.
Top alternatives and competitors to O'Donnell Financial include SANCHEZ WEALTH MANAGEMENT, LLC, Compass Point Retirement Planning, Inc., Sutley Wertzer, Inc., Scarborough Capital Management, Capital Growth Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
O'Donnell Financial and SANCHEZ WEALTH MANAGEMENT, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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