Allen D. O'Brian

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Allen D. O'Brian is a financial consultant based in Birmingham, Michigan, specializing in holistic financial planning and investment strategies. He aligns each client's unique goals and values with tailored investment and insurance solutions. With a focus on high net worth clients, including individuals, families, and corporate executives, Allen employs an in-depth discovery process to understand each client's specific situation and risk tolerance. He leverages the resources at Oppenheimer to help clients pursue their financial goals and address complex financial issues.

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