'The O''Donnell Group - A Wealth Planning Firm'
Financial Services - Chico, California, United States
'The O''Donnell Group - A Wealth Planning Firm' Employees
'The O''Donnell Group - A Wealth Planning Firm' Details
When it comes to choosing a wealth manager to help achieve all that's important to you, trust matters. That is why we place such a high value on the personal relationships we cultivate with our clients. As you will find out in our first meeting, we take a lot of time getting to know everything about your life and what's important to you and your family. We view ourselves as your trusted expert partner—your personal CFO— and will help you develop, implement, and monitor not only your investment plan, but your advanced planning elements and as well, from your estate planning to looking at long-term health, medical, and insurance needs.To learn more about us, or if you would like to read our blog please visit our website www.chicowealth.com and our sister website www.cwportfolios.com or call (530) 564-0960
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