O'LEARY

We offer a complete range of financial services for the high net worth investor located in and around St. Marys, PA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... In our experience, most individuals today are overwhelmed with the thought of figuring out how and where they should be invested to pursue the retirement they desire. Our job is to seek to minimize the risks that come with investing and help you focus on the things that matter most to you. From investment planning and investment strategy programs, we work together to build a strategy that is structured to define your needs... We have been working with individuals and businesses in Elk County and its surrounding areas for the past 30 years. As a team, we bring more than 150 years of combined experience and knowledge in the financial services..

Primary location: St. Marys United States