O'donnell Financial Services, LLC

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O’Donnell Financial Group | San Rafael, San Jose Walnut Creek Skip to content Facebook LinkedIn X HOME ABOUT Our Holistic Approach Meet Greg O Donnell OUR SERVICES WEALTH MANAGEMENT MORTGAGE SERVICES INSURANCE SERVICES SOCIAL SECURITY INCOME FOR LIFE MEDICARE SERVICES Master Elite Advisor Resources Get a LifeLink Insurance Quote EVENTS MEDIA RADIO Published Articles LITTLE RED BOOKS EDUCATION Whitepapers Videos READ OUR BLOG CONTACT (866) 496-2300 Loading... Welcome To O’Donnell Financial Group LET’S TALK Click Here to Schedule a Meeting HOME Rebecca Mack 2025-07-10T18:44:57+00:00 Real Estate Investing Wealth Management IRA Tax Calculator Real Estate Investing Wealth Management IRA Tax Calculator It All Starts Here At the O’Donnell Financial Group, we are here to help you make sense of retirement while gaining confidence and building a custom, comprehensive plan together to help you work toward your goals. With offices throughout the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, we ensure that wherever you are, there is an O’Donnell Financial Master Elite Advisor near you! If you’re looking for comprehensive financial guidance or advice on investing, mortgages, or insurance, we would love to sit down and talk. Our initial 90-minute consultation is complimentary and at no obligation to you. Request Your Complimentary, No Obligation Financial Consultation Sorry, your browser doesn t support embedded videos. TAKE OUR COMPLIMENTARY RISK ASSESSMENT TES

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