Tom O'Hara

Tom O'Hara Email and Phone Number

Wealth Management Advisor @
Tom O'Hara's Location
Fairfield, New Jersey, United States, United States
Tom O'Hara's Contact Details
About Tom O'Hara

As a Wealth Management Advisor with the Bleakley Financial Group my mission is to assist my clients to clearly define and develop their most important financial goals, and then to create and implement a comprehensive financial plan to help them achieve these goals. My team and I develop enduring relationships with our clients by providing expert guidance and impeccable service for a lifetime of financial security. To help my clients achieve their financial objectives we utilize innovative strategies for wealth accumulation, wealth preservation, and effective risk management, individually developed to match each clients own personal values, time horizon, and risk tolerance. As their trusted advisor, I strive to create for my clients a sense of financial well being by maintaining the highest level of integrity, responsiveness, and commitment at all times.Specialties: Investment and Advisory Services, Retirement Planning, Estate Planning, 401k/Pensions, Life Insurance, Disability Insurance, Long Term Care Insurance.

Tom O'Hara's Current Company Details
Bleakley Financial Group

Bleakley Financial Group

Wealth Management Advisor
Tom O'Hara Work Experience Details
  • Bleakley Financial Group
    Partner
    Bleakley Financial Group Jan 2015 - Present
    The Bleakley Financial Group provides investment advisory, financial planning, and insurance services to individuals and businesses.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to 'Contact Info' section above. Investment advice offered throughPrivate Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL FinancialFor a list of states in which I am registered to do business, please visit www.bleakley.com.Third party posts found on this profile do not reflect the views of LPL Financial and have notbeen reviewed by LPL Financial as to accuracy or completeness.
  • Northwestern Mutual Financial Network / Bleakley, Schwartz, Cooney & Finney Llc
    Wealth Management Advisor
    Northwestern Mutual Financial Network / Bleakley, Schwartz, Cooney & Finney Llc Jan 1988 - Dec 2014
  • Integrity Insurance Company
    Vice President
    Integrity Insurance Company 1982 - 1988
  • The Valley Hospital
    Assistant Controller
    The Valley Hospital 1978 - 1982
  • Blue Cross And Blue Shield Of Greater Ny
    Auditor
    Blue Cross And Blue Shield Of Greater Ny 1976 - 1978

Tom O'Hara Skills

Retirement Planning 401k Estate Planning Pensions

Tom O'Hara Education Details

Frequently Asked Questions about Tom O'Hara

What company does Tom O'Hara work for?

Tom O'Hara works for Bleakley Financial Group

What is Tom O'Hara's role at the current company?

Tom O'Hara's current role is Wealth Management Advisor.

What is Tom O'Hara's email address?

Tom O'Hara's email address is to****@****mfn.com

What is Tom O'Hara's direct phone number?

Tom O'Hara's direct phone number is +197357*****

What schools did Tom O'Hara attend?

Tom O'Hara attended Rutgers University - Newark, Bucknell University.

What skills is Tom O'Hara known for?

Tom O'Hara has skills like Retirement Planning, 401k, Estate Planning, Pensions.

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