Tom O'Reilly, Financial Advisor located in St Johnsbury, VT

Financial Advisor
Tom O'Reilly

MBA, CEPA®
576 Railroad Street, Suite 1, St Johnsbury, VT 05819opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Traveling
  • Technology

Team Members

  • Viola Hershey
    Sr. Branch Office Administrator
  • Dorothy Baxter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(802) 535-3328

Fax

(888) 516-6325

Office Address

576 Railroad Street
Suite 1
St Johnsbury, VT 05819opens in a new window

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