O'Connor Financial Group, LLC

Oct 2025

I have been a client with O'Connor Financial Group since 2020 after a friend recommended them. After handling my own investments for many years , it was refreshing to have their expertise refine my financial planning and help me get on a better track for retirement.
They have always listened to my concerns and invest in a way that is appropriate for my risk level, while offering diversification I could never have done on my own.
I cannot recommend them more highly. They have truly made a difference in my overall financial picture and ability to retire when I want.

Jul 2025

I have worked with O’Connor Financial Group for just over a year and can offer my absolute highest recommendation. Daniel has gone over and above to understand not only the numbers of my situation, but also my relationship with money, personal values, priorities, and my individual goals. I appreciate his willingness to explain and illustrate the path, encouraging questions and input so that I feel empowered and secure about my financial future.
Daniel and OFG are knowledgeable, professional, responsive, and clearly value the relationship between advisor and client. I look forward to navigating the coming decades together.

Jul 2025

I have worked with O'Connor Financial group from a personal level as well as with my business. They are relationship driven and that is exactly what I want. Trust takes a long time to build but I trust Jack, Tim & their team have my family & employee's best interest in mind.