At O’Brien Retirement Investment Group, we are committed to helping individuals and families achieve their financial goals and enjoy the retirement they’ve worked hard for. With over 40 years of industry experience, our team brings the knowledge, integrity, and personalized attention necessary to guide clients through every stage of their financial journey.

Whether you’re building a foundation for your family’s future or preparing to transition into retirement, we tailor each plan to your specific needs, offering practical solutions and clear advice that empower you to take control of your financial life with confidence.

Client interests are always at the heart of our practice. We are honored to serve as a trusted partner to our clients through life’s many transitions—providing stability, support, and guidance when it matters most.

Rooted in principles of Christian service and community outreach, we proudly offer complimentary meetings and financial advice to individuals and families in need of direction.

To schedule a consultation, call us at (860) 415-9614 or email dobrien@ifgrr.com or bobrien@ifgrr.com. We look forward to helping you plan a more secure and fulfilling future.

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Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC.

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O’Brien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.

OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

Electronic communications are not necessarily confidential and may not be delivered or received reliable. Therefore, do not send orders to buy or sell securities or other instructions relating to your accounts via e-mail. The material contained herein is confidential and intended for the address recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.

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