Quincy, IL Office
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O'Connor Financial Group LLC
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About
The firm provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. Services described in the brochure include risk-based portfolio construction (generally implemented through no-load mutual funds and ETFs), retirement and estate planning, insurance and education planning, third-party adviser selection, and tax preparation and advisory services.
Investment decisions are guided by asset allocation and fundamental analysis and are implemented on a discretionary basis with ongoing monitoring and typically annual reviews; the brochure emphasizes a long-term, risk-focused approach and counsels clients against short-term market timing. Accounts are managed to client objectives and risk tolerances, and the firm uses diversified portfolios and periodic rebalancing to pursue those objectives.
The brochure discloses several features that distinguish the firm from many peers: one or more principals are licensed insurance agents and may receive commissions or trailing compensation for insurance products, and the firm offers in-house tax preparation and anticipates transitioning some tax services to a separate affiliated tax entity, which can create cross-referral dynamics. It also notes participation in educational conferences provided by custodial partners and the firm’s provision of client educational seminars or workshops, services that are less common among similar advisers.
Based on O'Connor Financial Group LLC
Expertise
Based on O'Connor Financial Group LLC
Location
511 Maine Street
Quincy IL 62301
Advisors at this office
3
Advisors at this office
Timothy O
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial and O'Connor Wealth Management before founding his current firm in 2013. He has over two decades of experience in insurance sales as part of his financial planning services. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm focuses on risk-based portfolio construction, retirement and estate planning, insurance and education planning, and tax advisory services, implementing investment decisions with a long-term, risk-focused approach.
Daniel W
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. prior to joining his current firm. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach with diversified portfolios and periodic rebalancing, and also offers in-house tax preparation and educational seminars.
Jackson O
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC in 2019, where he currently serves as an advisor. Jackson holds licenses including Series 63 and Series 65 and is also licensed in life insurance. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach, utilizing asset allocation and fundamental analysis, and offers additional services such as insurance planning and in-house tax preparation.
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