Business Overview
James W. O'Connor provides investment and pension advisory services to individuals, businesses and credit unions. Pension services include Defined Benefit Plans, 401(k), 403(b) and 457(f) SERP Plans. Investments include Annuities, Mutual Funds and third party Asset Managers.
Line of Business
Finance > Investment Services and Advisors > Retirement and Estate Planning
Brands We Carry
Mutual Funds, Annuities, Stocks, Bonds.
Products and Services
Investment Advisory Services, Retirement and Estate Planning, IRA's, 401k, SERP Defined Benefit Plans
Additional Information
jwoconnor.com is not a registered broker-dealer. Investments are offered through BestVest Investments, Ltd. Members SIPC and FINRA. 1-800-434-1776
Timezone
- Eastern Standard Time (GMT -5.0)
