Insights

Client-Centric Approach O'Connor Financial Group LLC emphasizes personalized financial planning and confidence-building strategies, presenting an opportunity to offer tailored financial technology solutions that enhance client engagement and streamline planning processes.

Growth Potential With a revenue range of 1M to 10M and a relatively small team of less than 50 employees, the company shows room for growth and modernization, making it a potential partner for scalable financial services and digital tools.

Tech Stack Compatibility Utilizing platforms like Squarespace and Google Tag Manager, the company demonstrates openness to digital marketing and online client interactions, indicating an opportunity to introduce advanced CRM or client portal solutions.

Market Positioning Operating in a competitive industry alongside large firms such as Charles Schwab and Fidelity, O'Connor Financial can benefit from strategic technology enhancements to differentiate itself and attract more clients with innovative offers.

Partnership Opportunities Focusing on their mission to clarify and simplify financial decision-making, there is a sales opportunity to offer financial advisory tools, educational platforms, or compliance software that supports their client-focused approach.

O'Connor Financial Group LLC Tech Stack

O'Connor Financial Group LLC uses 8 technology products and services including Open Graph, Squarespace, Squarespace Commerce, and more. Explore O'Connor Financial Group LLC's tech stack below.

  • Open Graph
    Content Management System
  • Squarespace
    Content Management System
  • Squarespace Commerce
    E-commerce
  • Stimulus
    Javascript Frameworks
  • ScrollReveal
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Piwik PRO Core
    Web Analytics

Media & News

O'Connor Financial Group LLC's Email Address Formats

O'Connor Financial Group LLC uses at least 2 format(s):
O'Connor Financial Group LLC Email FormatsExamplePercentage
First@oconnorwealth.comJohn@oconnorwealth.com
100%
First.Last@oconnorfinancial.groupJohn.Doe@oconnorfinancial.group
67%
FLast@oconnorfinancial.groupJDoe@oconnorfinancial.group
33%

Frequently Asked Questions

Where is O'Connor Financial Group LLC's headquarters located?

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O'Connor Financial Group LLC's main headquarters is located at 511 Maine Street Quincy, Illinois 62301 United States. The company has employees across 1 continents, including North America.

What is O'Connor Financial Group LLC's phone number?

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You can contact O'Connor Financial Group LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is O'Connor Financial Group LLC's official website and social media links?

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O'Connor Financial Group LLC's official website is oconnorfinancial.group and has social profiles on LinkedIn.

What is O'Connor Financial Group LLC's NAICS code?

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O'Connor Financial Group LLC's NAICS code is 52 - Finance and Insurance.

How many employees does O'Connor Financial Group LLC have currently?

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As of May 2026, O'Connor Financial Group LLC has approximately 11 employees across 1 continents, including North America. Key team members include Advisor: J. O.. Explore O'Connor Financial Group LLC's employee directory with LeadIQ.

What industry does O'Connor Financial Group LLC belong to?

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O'Connor Financial Group LLC operates in the Financial Services industry.

What technology does O'Connor Financial Group LLC use?

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O'Connor Financial Group LLC's tech stack includes Open GraphSquarespaceSquarespace CommerceStimulusScrollRevealGoogle Tag ManagerX-Content-Type-OptionsPiwik PRO Core.

What is O'Connor Financial Group LLC's email format?

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O'Connor Financial Group LLC's email format typically follows the pattern of First@oconnorwealth.com. Find more O'Connor Financial Group LLC email formats with LeadIQ.

When was O'Connor Financial Group LLC founded?

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O'Connor Financial Group LLC was founded in 1988.

O'Connor Financial Group LLC

Financial ServicesIllinois, United States11-50 Employees

When it comes to making smart choices with your money, many people hear conflicting messages and don’t know where to start.  At O’Connor Financial Group LLC, we help individuals and families understand and make wise financial decisions, so they can pursue their goals with confidence.  

We understand you want to avoid making costly financial mistakes.  That’s why for nearly three decades, we’ve been honored to serve hundreds of clients by clarifying their most appropriate financial plan, and walking with them to their finish line. 

When you have a clear money plan, you’ll be free to do the things you want to do, you’ll make a difference in the lives of those you love, and you’ll know that things will be okay, today and down the road.

We’ll partner with you to clarify your financial future, in three easy steps:
1.	Schedule a Call: In this conversation, we’ll explore your goals, values, and key priorities in your financial life, so you’ll get a sense of how we can help.
2.	Create your Plan: We’ll design a custom financial roadmap to help you confidently make smart choices with your money.
3.	Live Confidently: We’ll help you instill confidence in your plan, every step of the way.

Don’t allow financial missteps to take you off course.  Instead, schedule a call with our office so you can feel better, knowing you’ll make the right choices today, and live a confident tomorrow.

Investment advice offered through O’Connor Financial Group LLC, a registered investment advisor. Posts on this website are for educational purposes only and are not advice. O'Connor Financial Group LLC does not provide tax advice or banking products. For tax advice, please consult your tax professional. Investments are not FDIC insured.

Section iconCompany Overview

Headquarters
511 Maine Street Quincy, Illinois 62301 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    O'Connor Financial Group LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    O'Connor Financial Group LLC's revenue is estimated to be in the range of $1M$10M

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