Joseph E. O’Brien

I provide objective, insightful and practical investment and insurance protection advice to individuals and their families as well as business owners and executives and their employees. Through a disciplined process, I work with you to clearly and concisely define your financial issues and objectives in order to provide customized guidance, solutions and support. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

QUALIFICATIONS

• Over 35 years in the Financial Services Industry
• Holds the Series6, 7 and 63 Securities License
• Licensed to offer Life, Health and Securities products*
• 3 Time Five Star Wealth Manager Award winner
• Holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Life Underwriters Training Council Fellowship (LUTCF) designations from The American College

PROFILE

• Board member of the Field Veteran’s Associations
• Resides in Holmes, NY with his wife Norah
• An avid reader and sports enthusiast who enjoys kayaking, freshwater and deep sea fishing, and traveling

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck