O'Donnell Financial Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
O'Donnell Financial is a financial services firm based in San Rafael, California, specializing in mortgage planning and financing strategies for individuals. The company aims to tailor mortgage plans to each client, evaluating a range of options to fit personal preferences and financial goals. It seeks to leverage creative loan financing to help clients manage homeownership costs and pursue long-term savings. Beyond its mortgage guidance, the firm provides investment advisory services through O'Donnell Financial Services, LLC, a registered investment adviser. Securities and additional advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment adviser; the affiliated entities operate independently. The firm notes that state registrations vary and directs inquiries to its website for details.