O’Brien Capital Management is a financial services firm headquartered in Nyack, New York, offering a comprehensive suite of wealth management and financial planning solutions. Specializing in personalized service, the firm works closely with individuals, families, and business owners to develop tailored financial strategies that align with their life goals and values. The firm offers decades of experience and a client-centric approach, with a commitment to integrity, transparency, and long-term relationships.

As independent financial advisors, O’Brien Capital Management provides objective guidance without conflicts of interest tied to proprietary products. Their services range from investment management and retirement strategies to estate planning and risk management. The firm also places a strong emphasis on education, helping clients make informed decisions through ongoing consultation and financial literacy initiatives.

Responsive and community-focused, O’Brien Capital Management has built a reputation for trustworthiness and personalized service in the Hudson Valley region. The firm’s holistic process ensures clients receive comprehensive care across all stages of their financial journey.

Website: http://obriencm.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income strategies
– Estate and legacy planning
– Tax-efficient investment strategies
– Risk management and insurance analysis
– Education funding planning
– Business succession planning