Joseph R O'Brien

Now more than ever, my branch office administrator, Lorraine Thompson, and I want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We meet clients by web conference if they live out of town, or just have busy schedules. We personalize our strategies and advice to better help you meet your goals.

On a more personal note, my family consists of my high school sweetheart, Emily, and our pup, Rocky. Emily is an ICU nurse at Lahey Hospital in Burlington, MA. Together we are building our American Dream, with goals of having a family with some farmland, kids and space for our dog to run. In our spare time we love to go the beach and enjoy the fresh air, spending time with family, or getting sushi at our favorite restaurant. On Mondays during the summer you may even catch Rocky at the car shows outside our office!

Nothing inspires our office more than making the world a better place and helping others achieve their best selves. Our approach is personal, caring and designed around the needs that matter most to you. Ideally we are working with individuals and businesses that are seeking help with their investments and planning needs.

Let's start the conversation at 603-328-8978. I look forward to helping you achieve your financial goals.