A breadth of services to serve a variety of needs
What we’ve learned most of all along the way is that helping people is really the number one thing we do well. It’s not about us. It’s not about the markets. It’s about clients like you. As seasoned professionals, we have certainly accrued years of financial wisdom and experience, but that only really matters if the guidance and advice we provide is right for your life.
Helping you make sense of your money, explaining things in straightforward terms you can understand, devoting ourselves to doing what’s best for you, and being here to help you tackle the important questions with thoughtful guidance and a helping hand – that’s how we plan to make a difference in your life.
Looking for efficiencies in government spending: Look elsewhere
Investors have much to be thankful for in 2024
Giving is a family affair
Through the back door to bigger retirement savings
Yield curve shift
In the name of conservation
Should you franchise your business?
What’s driving the recent surge in bond yields?
Fed Chairman not in a rush
Trim your future tax bill by thinking ahead
- O'Connor Wealth Group: 2828 Pickett Rd Suite 100 Durham, North Carolina 27705
- O: 919.447.1000
- F: 984.222.7714
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. O'Connor Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
©2023 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
