Welcome to O'Brien Financial Planning
Shouldn't Your Business Have an Industrial Strength Plan?
Leveraging decades of experience from GE, we know what it takes to build an Industrial Strength Plan.
Grow, Prosper and Retire. You've built a successful business. Now let us show you how you can put more money where you want it - in your pocket or to some of your key employees - and less where you don't - on paying more tax than is necessary.
We'd like to learn about your business and your goals.
We leverage proven processes from GE, one of the world's best managed businesses, and the strength of some of the largest financial services companies to assist you in achieving your business goals.
The aforementioned material is a product or service listing and is not intended to be an offer for the sale of securities products. Securities are subject to investment risk and values will fluctuate.
Neither Tower Square Securities, Inc. nor it's representatives offer tax planning or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax planning or legal strategy. Securities and Investment Advisory Services offered through registered representatives and financial advisors, respectively, of Tower Square Securities, Inc., a securities broker/dealer (member FINRA/ SIPC) and a Registered Investment Adviser.
O'Brien Financial Planning is a separate entity from Tower Square Securities, Inc., and is not a securities broker/dealer or Registered Investment Adviser. David O'Brien is licensed in the states of New York, New Hampshire and Virginia for the sale and solicitation of securities and insurance products.
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