O'Connell Investment & Insurance Services

O'Connell Investment & Insurance Services We identify asset-building and wealth management opportunities so that you can GO for your goals.

Have you followed your NEW page, Go Wealth Management? See posts like this as our company grows:Meet Gwen O'Connell, CPC...
02/16/2021

Have you followed your NEW page, Go Wealth Management? See posts like this as our company grows:

Meet Gwen O'Connell, CPC, AIF®, founder and president of GO Wealth Management. Gwen has been a consultant and administrator of qualified plans for close to 30 years, representing clients in the western states.

Learn more about Gwen and the team at www.gowealthgroup.com

04/26/2019

We would like to warmly welcome everyone to join us at one of our two remaining seminars May 2nd/7th at 5:30 p.m.

You have options to minimize your taxes, give you an income for life from the asset proceeds, and even transfer funds to your heirs -tax-free.

You likely have lots of questions about selling your residential investment property. Get the answers at this no-obligation seminar. Preregister by calling Kelly at 541-338-7631 or email [email protected]

FREE SEMINAR - Minimize your Taxes Selling Residential Investment Properties. Pre-Register by filling out the form https...
04/22/2019

FREE SEMINAR - Minimize your Taxes Selling Residential Investment Properties. Pre-Register by filling out the form https://goinvestmentsvcs.com/seminars/ or call Kelly at 541-338-7631.

You have options to minimize your taxes, give you an income for life from the asset proceeds, and even transfer funds to your heirs.

Thursday, May 2 at 5:30 p.m.
Tuesday, May 7 5:30 p.m.

02/25/2019

We plan for all the phases of life, offering a wide range of investment management and financial planning services. This includes designing plans for retirement, education, philanthropy and special situations. We provide comprehensive tax planning and estate design. We consider the potential risks in life, and work to insulate your finances and future from them.

Learn more about how we can help you with financial planning for retirement; taxes and estate; investment management; risk management; and private client services. Call me for an appointment today.

Address

1075 Washington Street
Eugene, OR
97401

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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