O'Farrell Financial Services Inc.

About

O’Farrell Financial Services Inc. is a trusted financial services firm that provides comprehensive wealth management and estate planning solutions to individuals, families, and businesses. With a focus on Eastern Ontario and the Ottawa Valley, we have offices located in Brockville, Cornwall, Kemptville, Winchester, and Renfrew. Our team of experienced Financial Advisors understands that each client has unique financial goals and needs. We assess your situation and offer personalized strategies to help you achieve your goals, whether it’s planning for your children’s education, preparing for retirement, managing your business, or ensuring a secure estate plan. Our services cover a wide range of areas, including insurance, investments, retirement planning, succession and estate planning, business and tax planning, wealth management, mortgage referrals, and charitable giving. We work closely with you to determine the best path forward and provide ongoing support to keep you on track towards your financial aspirations. Contact us today to discuss your financial needs and start building a secure future.

Services:

    •    Insurance: We offer a range of insurance solutions, including life insurance, disability insurance, critical illness insurance, and long-term care insurance, to provide protection and financial security for you and your loved ones.

    •    Investments: Our team assists in developing personalized investment strategies tailored to your financial goals and risk tolerance. We provide guidance and access to a wide range of investment options, including mutual funds, stocks, bonds, and other investment vehicles.

    •    Retirement Planning: We help you create a comprehensive retirement plan that considers your desired lifestyle, income needs, and investment strategies. Our goal is to ensure that you can enjoy a comfortable and financially secure retirement.

    •    Succession & Estate Planning: Our advisors specialize in helping business owners with succession planning, ensuring a smooth transition of ownership and preserving your business legacy. We also provide estate planning services to help protect and distribute your assets according to your wishes.

    •    Business & Tax Planning: We assist business owners with strategic business planning and tax optimization strategies to maximize profitability and minimize tax liabilities.

    •    Wealth Management: Our wealth management services help you grow and preserve your wealth through personalized investment strategies, financial analysis, and ongoing portfolio management.

    •    Mortgage Referrals: We can connect you with trusted mortgage professionals who can assist with your mortgage financing needs.

    •    Charitable Giving: We provide guidance on philanthropic giving strategies, including donor-advised funds and charitable trusts, to help you support causes close to your heart while optimizing tax benefits.