O'donnell Financial Services, LLC

O’Donnell Financial Services, LLC, operating as O’Donnell Financial Group, Inc., is a registered investment advisor specializing in Wrap Asset Management, Financial Planning & Consulting, and Retirement Planning Services. Founded in 2015 by Gregory C. O’Donnell, the firm offers individualized investment advice tailored to clients' objectives and risk tolerance. They manage $329,424,118 on a discretionary basis and $13,638,117 on a non-discretionary basis as of December 31, 2024. Clients can expect hourly fees of $450 for financial advisors, $200 for para-planners, and $85 for administrative time for financial planning services. Retirement planning services are offered at an hourly rate of $350 or a flat fee ranging from $750 to $10,000 annually. The firm acts as a fiduciary, ensuring clients' best interests are prioritized. Investment strategies include long-term purchases, short-term purchases, margin loans, and structured products. O’Donnell Financial does not vote client securities or provide financial information due to specific criteria not being met. Clients are encouraged to actively participate in proxy voting decisions and are responsible for all proxy votes for securities held in their accounts.