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Our Services

Wealth Preservation and Estate Distribution Planning

Insurance Planning

Retirement Planning

Strategies to Maximize Current Income

Educational Funding for Children and Grandchildren

Short / Long-Term Financial Consulting

Asset Allocation Planning

Tax-Advantaged Investments*

Corporate Retirement Strategies

*O’Connor Wealth Management, Inc. is not a tax advisor. All decisions regarding the tax

implications of your investments should be made in connection with your independent

tax advisor.