OBRIEN

O'Brien Retirement Investment Group

@obrien_retirement_investment_group

Mystic, Connecticut
http://www.obrienretire.com/
Financial Services

Overview

About O'Brien Retirement Investment Group

At O’Brien Retirement Investment Group, we help individuals and families work toward financial goals and enjoy the retirement they’ve earned. Backed by over 40 years of experience, our team provides the knowledge, integrity, and personal attention needed to guide you through every stage of your financial journey.

Whether you're planning for your family’s future or approaching retirement, we create customized strategies tailored to your unique needs. Our goal is to offer practical solutions and clear, actionable advice—empowering you to take control of your finances with confidence.

Client interests always come first. We’re proud to be a trusted partner through life’s transitions, offering support, stability, and sound guidance when it matters most.

Rooted in Christian values and a heart for service, we provide complimentary meetings and advice for individuals and families seeking direction.

Ready to plan for a secure and fulfilling future? Call (860) 415-9614 or email [email protected] or [email protected] to schedule a consultation. We look forward to helping you take the next step.

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. O’Brien Retirement Investment Group and IFG are unaffiliated. OSJ Branch: 12671 High Bluff Dr. Ste 200, San Diego, CA 92130.

IFG registered representatives may only discuss securities or transact business with residents of CA, CT, DC, FL, ME, MD, NC, NJ, NY, PA, RI, VA, VT.

Information is believed to be reliable but is not guaranteed. Investment suitability varies; content here is not individualized investment advice. Links are provided as a courtesy; third-party sites are not affiliated with us.

Headquarters

Mystic, Connecticut

Website

http://www.obrienretire.com/

Company Size

2-10 employees

Industry

Financial Services

Company Type

Self-Employed

Founded

2014

Specialties

Cash Flow Plans, Portfolio Reviews, Income Accounts, Growth Accounts, Tactical Asset Allocation, Investment Portfolio Management, Document Review, Beneficiary Checks, Post Divorce Planning, Post Remaining Spouse Review, College Funding Options, Young Couples Teaching Automatic Savings, Pension Cash Flow Reviews, Social Security Review, and Trust Reviews for Special Minors Funding

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