Being financial advisors in New England for more than 18 years, we understand how important it is for individuals and businesses to feel secure and confident about their finances.
It’s normal to have questions and concerns about your finances – be it about your retirement, your estate assets, investments, trust accounts – even concerns about saving for your child’s college tuition. You should have someone to turn to when these questions arise. That’s when we come in.
At O’Hare Associates we offer financial advisory to make sure you are supported and get your answers answered. We have the tools and years of experience to help answer your questions, analyze your finances, and create an efficient financial plan of action.
Contact O’Hare Associates for estate planning, transferring assets, analyzing investments, reviewing life insurance, and notary services.
Some of our financial advisory services include:
Financial and Tax Planning
We can help you meet your financial goals. Be it for the upcoming tax season or saving for that next big trip. Or maybe you need us to analyze your finances and see what needs to change so you can meet your financial goals – whatever it is, our New England financial and tax professionals can help.
Portfolio Development and Rebalancing
O’Hare Associates can assist in analyzing your investments and provide useful trading strategies. We can also help you manage and oversee your portfolio to ensure your investments are in good standing.
With estate planning, we can help you prepare the transfer of your assets. This includes life insurance, pensions, real estate, cars, and more.
it’s important to be prepared for when the day you no longer work arrives. Retirement planning is essential because it gives your soul the peace of mind that you’ll be taken cared of financially during your senior years.
Life Insurance Review
Need a financial professional to review your life insurance? Our team is familiar with life insurances and can review yours, or assist you in getting life insurance, ensuring you’re getting the best service possible.
Our notary services are quick, efficient, and professional. We are qualified to acknowledge signatures, certify copies of documents, and more.
Get the experienced support you deserve. Call us at (855) 479-2400 for a free consultation or contact us via our contact form here on our website.