About O'Brien Associates

Founded Year
Financial and Retirement Planning and Advice
O’Brien Associates is an independent, fee-only financial planning practice, providing advice and expertise to individuals and small businesses. Although we work with individuals and couples of all ages, we particularly enjoy working with women to help them to address their financial issues and needs and to gain greater confidence in their own ability to understand and manage their finances. We seek out clients who are enjoyable to work with and who embrace the same values that we espouse. We listen carefully to the needs and goals of our clients and we strive to provide them with the appropriate services that they need. We take pride in helping our clients to realize how they can improve their financial situations and reach their goals. O’Brien Associates is a Registered Investment Advisor in the Commonwealth of Massachusetts. We are an independent firm, which means that our services and advice are objective and are not limited to any specific product or service offered by a broker dealer, mutual fund company or insurance company. We sell no products and receive no commissions. We act as a fiduciary for our clients, always putting their interests ahead of our own. Initial consultations are always free of charge.

Top employees of O'Brien Associates

Anne B. Mba O'Brien

Founder & Certified Financial Planner

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Bryan Coryell


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Timothy Kaminski

Regional manager/Private investigator

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Peggy Jones

Sales Representative

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Darryl Jones

Retirement Planner

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Frequently Asked Questions Regarding O'Brien Associates

Where is O'Brien Associates's headquarter located?
O'Brien Associates's headquarter located in United States.
What is O'Brien Associates known for?
Financial and Retirement Planning and Advice
How many employees does O'Brien Associates have?
2 - 10
What is O'Brien Associates website?

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