Allison O'Connell, Financial Advisor located in Coldwater, MI

Financial Advisor
Allison P O'Connell

AAMS®, CRPS™
863 E Chicago St, Coldwater, MI 49036opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Inheritance Guidance

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Team Members

  • Lindsey Estlow
    Branch Office Administrator
  • Olivia Snellenberger
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(517) 279-0541

Fax

(866) 462-0853

Office Address

863 E Chicago St
Coldwater, MI 49036opens in a new window

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