O'Connell Financial is one of Citrus County's oldest financial services firms. O'Connell Financial offers more than 92 combined years of professional service in the financial and investment advisory field.
Through our office and current business relationships, O'Connell Financial offers the business professional, and the retired person financial and estate planning services. Some of these products and services include how to properly register assets according to a client's stated goals and objectives, taxation control, gifting, trust usage, tax shelters, nursing home protection, investments and insurance.
Additionally, O'Connell Financial has relationships with a network of investment advisers to provide fiduciary investment options for foundations and 'not for profit' organizations.