Menu
O'connor Financial Group Llc
Quincy, Illinois
5.0
1 Review
O'Connor Financial Group LLC, based out of Quincy, IL, is a reputable small investment advisory firm that offers a range of financial services. With a total of 5 employees, including 3 experienced investment advisors, they excel in providing top-notch investment advisory services to their clients. Their advisors boast an impressive average of approximately $588,020,000 in assets under management per advisor, significantly surpassing the industry average.
O'Connor Financial Group's compensation structure is designed to meet their clients' diverse needs, encompassing various types such as a percentage of assets under management, ho...see more
Assets Under Mgmt
$158.14M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
Reviews for O'connor Financial Group Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.