O'Brien Retirement Investment Group

O'Brien Retirement Investment Group O’Brien Retirement Investment Group is dedicated to helping our clients retire in the lifestyle to Financial Planner

Most people spend years planning how they'll save for retirement.Far fewer spend time planning how they'll live in retir...
06/10/2026

Most people spend years planning how they'll save for retirement.

Far fewer spend time planning how they'll live in retirement.

What will your days look like?
🌎 Travel?
⛳ Golf?
👨‍👩‍👧 Time with family?
❤️ Volunteering?
📚 Pursuing hobbies?

At O'Brien Retirement Investment Group, we believe retirement planning is about more than finances- it's about building the life you've worked hard for.

Retirement is your next chapter, not the end of the story.

Successful investing is often about:✔️ Having a plan✔️ Staying disciplined✔️ Focusing on long-term goals✔️ Managing risk...
06/10/2026

Successful investing is often about:
✔️ Having a plan
✔️ Staying disciplined
✔️ Focusing on long-term goals
✔️ Managing risk appropriately

At O'Brien Retirement Investment Group, we help clients navigate uncertainty with a strategy designed for the road ahead.

The market moves. Your goals shouldn't.

"How much money do I need to retire?"The answer isn't the same for everyone.Your retirement depends on:🏡 Your lifestyle✈...
06/09/2026

"How much money do I need to retire?"

The answer isn't the same for everyone.

Your retirement depends on:
🏡 Your lifestyle
✈️ Travel goals
💊 Healthcare needs
👨‍👩‍👧 Family priorities
📈 Other income sources

At O'Brien Retirement Investment Group, we help create a retirement plan built around your life..
Not a generic number you found online.

Retirement isn't about reaching a magic number. It's about creating a strategy that supports your goals.

Having a portfolio is a must when working with investments. How is your portfolio looking? let's review it together. 📞 (...
06/04/2026

Having a portfolio is a must when working with investments.

How is your portfolio looking? let's review it together.

📞 (860) 415-9614

Hi, I’m Beau O’Brien. If it’s been a while since you’ve looked at your retirement plan, now is the right time for a fina...
06/01/2026

Hi, I’m Beau O’Brien. If it’s been a while since you’ve looked at your retirement plan, now is the right time for a financial review.

Too often, I meet people who set a plan years ago and haven’t revisited it since. But life doesn’t stand still and neither should your strategy.

A financial review can help us:

✅ Reassess your retirement goals and timeline
✅ Review your investment allocation and risk level
✅ Account for changes in income, lifestyle, or family needs
✅ Look for opportunities to improve long-term efficiency
✅ Make sure your plan still supports the retirement you want

📊 The goal isn’t just to invest but it’s to make sure your money is still working in the right direction for you.

If it’s been over a year since your last review, or if something in your life has changed, it may be time to take a closer look.

I’m here to help you keep things clear, intentional, and on track. 💼

📍 9 Mason’s Island Road, Mystic, CT 06355
📞 (860) 415-9614

Retirement isn’t just about putting money aside.. it’s about building a future designed around freedom, security, and th...
05/30/2026

Retirement isn’t just about putting money aside..
it’s about building a future designed around freedom, security, and the life you want to live.

Saving is important.
But investing with purpose is what helps your money grow over time.

✔️ Create long-term financial growth
✔️ Stay ahead of inflation
✔️ Build wealth with consistency
✔️ Prepare for the future with confidence

The earlier you start investing in your future, the more opportunity you give your money to work for you.

✨ Your future deserves more than leftover savings — it deserves a plan.
📞 (860) 415-9614


Financial success doesn’t happen by accident — it starts with building better habits, creating a plan, and making intent...
05/29/2026

Financial success doesn’t happen by accident — it starts with building better habits, creating a plan, and making intentional decisions with your money every day.

✔️ Track your spending
✔️ Build consistent savings habits
✔️ Prepare for retirement early
✔️ Reduce unnecessary debt
✔️ Create goals for your future

The sooner you take control of your finances, the more freedom and confidence you create for yourself down the road.

At O'Brien Retirement Investment Group, we help individuals and families build strategies designed for long-term financial confidence and retirement readiness.

✨ Small financial decisions today can create a stronger future tomorrow.

Nothing better than seeing the name on the wall.Proud to continue my dad’s legacy and grateful for the trust clients pla...
05/29/2026

Nothing better than seeing the name on the wall.

Proud to continue my dad’s legacy and grateful for the trust clients place in me as they plan for and begin their retirement journeys.

One of the simplest ways to build long-term financial security is by making saving automatic. When contributions go dire...
05/29/2026

One of the simplest ways to build long-term financial security is by making saving automatic. When contributions go directly into your retirement or investment accounts, you create consistency without having to think about it.

✔️ Build wealth steadily over time
✔️ Stay disciplined with your goals
✔️ Reduce the temptation to spend first
✔️ Make retirement planning part of your routine

Small automatic contributions today can create a much bigger future tomorrow.

At O'Brien Retirement Investment Group, we help individuals and families create retirement strategies designed for long-term confidence and financial peace of mind.

✨ The best time to prepare for retirement is before you think you need to.

Memorial Day is a reminder that every opportunity we have to work, to build, to grow - comes from a cost most of us will...
05/25/2026

Memorial Day is a reminder that every opportunity we have to work, to build, to grow - comes from a cost most of us will never fully comprehend.

We honor the men and women who gave their lives in service to this country, and we hold deep respect for the families who carry that loss.

At O’Brien, we believe good business is built the same way strong communities are built: with responsibility, integrity, and an appreciation for what’s been given before us.

Today we remember.
And we are grateful for the freedom to keep building.

— O’Brien

Address

9 Masons Island Road
Mystic, CT
06355

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm
Sunday 7am - 9pm

Telephone

+18604159614

Website

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