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Innovative Estate and Financial Planning ServiceSee Other: Financial Listings |
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| Congratulations to everyone in the wedding party! If you are just starting your life together, let's talk about a savings program which will give you lifetime tax-free income. If you are married for a while, or you are well into your career, let's talk about protecting your savings from market risk while still earning an excellent return. Over 62? Let's talk about maximizing and protecting your lifetime income. You'll be amazed at what you can do with what you have. Assistance also available with estate planning and mortgages at any age. Change the quality of your life through good planning. Make an appointment today. | |||||||||
| Leave message to make appt with Jim O'Connor at 972-337-0137. Please mention WeddingWishes.com. Or email jtoconnor@sbcglobal.net. Registered Representative and Texas Life Insurance Agent (TDI #1222892) affiliated with Federal Financial Group, LLC Innovative financial planning services for all members of the wedding party. Emphasis on guaranteed investments with attractive returns. Proven results to change the quality of your life. |
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Contact Information: (owner may modify) Innovative Estate and Financial Planning Service , Texas 0 Map & Directions Website: Innovative Estate and Financial Planning Service (Clicks in this category 209) Phone: 214-564-7718 Email This Business |
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Testimonials:
By: Lois J., Dallas, TX
Mr. O’Connor came to my assistance at a difficult time in my life. My identity had been stolen, and it affected my ability to pay my bills. Mr. O'Connor went with me to my bank and to my church to help me. Thanks to his guidance, he was able to get me back on my feet where I now have plenty of savings in the bank and investments that are secured. I have absolute confidence in Mr. O'Connor's ability and integrity.
By: Ken W., Carrollton, TX
Jim O’Connor is proficient at assessing the financial needs of his clients, and has the expertise to offer solutions which are compatible with their investment objectives. Jim suggested, and facilitated, a redirection of my investments for retirement, which will greatly improve on the return I could have otherwise expected - proving himself as a valued source of sound financial advice. Jim has delivered his services to me in a very dependable and professional manner, and I count him as a trustworthy advisor for financial strategies and solutions.