Joseph E. O’Brien

ChFC®, CLU®, LUTCF
  • Registered Representative
  • Finanical Services Representative
  • Investment Advisor Representative

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

 

 

Joseph E. O’Brien

ChFC®, CLU®, LUTCF