FINANCIAL
PLANNER
William
O'Brien is an Accredited Estate Planner and a Financial Adviser.
Members
of the Marshfield COA may continue to sign up for a complimentary consultation
with Bill on a monthly basis. Bill
offers the members his professional advice in Financial Planning and Wealth Management.
Bill will remain accessible to the Marshfield COA family of members and can meet
after the initial telephone consultation.
By scheduling a teleconference he can answer your questions and determine whether
a meeting is necessary. You
will still see his name and picture advertised in the bulletin, as he remains
an important resource to our members. His
services are complimentary and his guidance invaluable. Please
call the Council On Aging to set up an appointment for a teleconference with Bill.
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