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John M. O'Brien, CFP®

O'Brien Capital Management, Inc.

48 Burd St
Suite 209
Nyack, NY 10960
Phone: (845) 358-4930
Fax: (845) 358-4937

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Hourly rate financial planning available

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.