Scott O'Donnell

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Scott O'Donnell is a financial consultant based in Jericho, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Scott employs an in-depth discovery process to understand clients' specific situations, time horizons, and risk tolerances. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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