Equitable Advisors
Categories
Finance, Insurance & Investments
About Us
Customized financial strategy, investment management, retirement planning, tax planning, risk management, and estate analysis. I specialize in educating and coaching individuals and small businesses.
Rep/Contact Info

View Personal Bio
Mr. Jack O'Brien
Personal finance is something that I don't think is talked about enough, or taught effectively in schools, so these topics may seem daunting or intimidating to some people. I'm passionate about making financial concepts more approachable and easy to understand.
My parents are both teachers, so emphasizing education in my practice has become a way for me to follow in their footsteps. My mission is to educate clients on the solutions there are to achieving their financial goals, and then coaching them through a well-thought-out plan so that they can actually get there.
I'm thankful to have partnered with a great firm like Equitable which provides the tools, resources, and platform to do this for my clients. I specializes in guiding individuals and small business through customized financial strategy. My firm works in financial planning, investment management, retirement planning, tax planning, risk management, estate analysis and more.
My parents are both teachers, so emphasizing education in my practice has become a way for me to follow in their footsteps. My mission is to educate clients on the solutions there are to achieving their financial goals, and then coaching them through a well-thought-out plan so that they can actually get there.
I'm thankful to have partnered with a great firm like Equitable which provides the tools, resources, and platform to do this for my clients. I specializes in guiding individuals and small business through customized financial strategy. My firm works in financial planning, investment management, retirement planning, tax planning, risk management, estate analysis and more.
Mr. Jack O'Brien
Financial Advisor
- Phone: (612) 252-1179
- Cell Phone: (952) 486-2066
- Send an Email
- Two Meridian Crossings Suite 450 Minnneapolis MN 55423