O'Kane Financial Group

At O'Kane Financial Group, we pride ourselves on our commitment to providing individualized financial planning and guidance to our clients. With a rich history dating back to 1956, our team of experienced advisors has been serving the community for generations. We believe that every individual, family, and business has unique financial goals and objectives, and we strive to craft customized strategies to help them achieve their aspirations.

Michael O'Kane, CFP, GBA

With over 30 years of experience in the financial services industry, Michael has earned the esteemed designations of Certified Financial Planner (CFP) and Group Benefits Associate (GBA). His extensive knowledge and expertise in risk and insurance planning, retirement and investment planning, and employee benefit plans make him an invaluable resource for our clients. Michael's unwavering commitment to his clients' best interests is reflected in his Code of Ethics and his passion for putting his clients first.

Brianne O'Kane, QAFP Advisor

Brianne has been an integral part of our team since 2010, bringing her personable and attentive approach to client relationships. With her certifications in financial planning and her extensive experience in the industry, Brianne provides unparalleled support and guidance to our clients. Her dedication to creating a family-oriented atmosphere within our company has earned her a special place in the hearts of our clients and staff.

Kara O'Kane, Administrative Assistant/Advisor

Kara joined our team in 2016, bringing her impressive background in creative and administrative roles. With her licensing in financial services and her certification as a Qualified Advisor, Kara provides exceptional support and guidance to our clients. Her unique blend of creative and analytical skills enables her to help clients achieve their financial goals with confidence and precision.

Kathy O'Kane, Manager/Office Administrator

Kathy has been a vital part of our team since 2001, bringing her extensive experience in the insurance and financial industry. With her exceptional organizational and administrative skills, Kathy ensures the smooth operation of our office and provides valuable support to our advisors and clients.

Investments

At O'Kane Financial Group, we understand that every investor is unique, with their own risk tolerance, time horizon, and goals. That's why we offer a wide range of customized investment options to suit each client's individual financial plan. Whether you're saving for retirement, funding a child's education, or exploring other investment opportunities, our experienced advisors will work closely with you to create a personalized portfolio that aligns with your financial goals.

Our Approach

We believe that a well-planned investment strategy is key to achieving long-term success. Our advisors take the time to understand your unique situation, goals, and risk tolerance, and then develop a tailored investment plan that incorporates a diverse range of investment options. We're committed to providing ongoing support and guidance, ensuring that your investments remain aligned with your changing needs and goals.

Conclusion

At O'Kane Financial Group, we're dedicated to helping our clients achieve financial security and success. With our expertise, guidance, and personalized approach, we'll work closely with you to create a customized financial plan that aligns with your goals and aspirations. Contact us today to schedule a consultation and discover how our team can help you secure your financial future.