O'Donnell Financial Group - Walnut Creek, California

O'Donnell Financial Group: A Comprehensive Financial Planning Solution

Address: 1535 N Main St # 200, Walnut Creek, CA 94596, United States

Phone: 866-496-2300

Website: odfigroup.com

Specialties

The O'Donnell Financial Group specializes in providing comprehensive financial planning services to individuals and families seeking reliable and expert advice. Their team of experienced professionals works closely with clients to develop personalized strategies tailored to their unique financial goals and needs.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

The O'Donnell Financial Group has garnered a mix of opinions from its clients, with the majority expressing satisfaction with the quality of service provided. Many clients appreciate the team's non-sales approach and their ability to offer in-depth financial analysis without pushing their products incessantly. The average opinion score of the company is 3/5 based on two Google My Business reviews.

Key Features and Characteristics:

• Expert financial planning services tailored to individual needs
• Non-sales approach to financial advice
• In-depth analysis and guidance
• Accessibility for individuals with disabilities

Why Choose O'Donnell Financial Group

For individuals and families seeking a reliable, honest, and personalized financial planning solution, O'Donnell Financial Group is an excellent choice. Their dedication to providing expert advice without the constant pressure to buy products sets them apart from other financial planning firms. With a focus on creating strategies that cater to each client's unique financial circumstances, the team at O'Donnell Financial Group is well-equipped to help you achieve your financial goals.

Whether you're looking to plan for your retirement, save for your child's education, or manage your wealth, the O'Donnell Financial Group offers a comprehensive range of services to meet your needs. Their commitment to customer satisfaction, combined with their extensive industry knowledge, makes them a trusted partner in financial planning.

Final Recommendation: If you're searching for a financial planning solution that prioritizes your unique needs and goals, consider reaching out to the O'Donnell Financial Group. Visit their website at odfigroup.com to learn more about their services and how they can help you achieve your financial objectives. Don't hesitate to contact them via phone at 866-496-2300 to schedule an appointment and discuss your financial planning needs.

👍 Reviews of O'Donnell Financial Group

Cynthia F.

5/5

I am really impressed with the "non-sales" advice and the depth and quality of the analysis Greg and his team provided.

It's great to have an expert who provides guidance without the constant sales pitch.

I strongly recommend Greg O'Donnell and team.

Seccheus P.

1/5