Daniel O'Shea

Daniel O'Shea Money is one of the biggest stresses individuals and families typically have. Please note that we must delete such posts since this is a regulatory requirement.

I help my clients make better financial decisions from building their Net Worth, having the right Retirement Plan, and protection with Life Insurance and Annuities. Advisory services are offered through Onyx Bridge Wealth Group, LLC (“OBWG”) a registered investment adviser. OBWG is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered

/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
• Clicking the Like button is not a testimonial for or endorsement of OBWG or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. “Like” is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees since they are strictly prohibited by securities regulators. If you wish to convey an opinion to us, please send an email to [email protected]. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page.
• Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss.
• Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. OBWG is not engaged in the practice of law.
• Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. See less

In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set ...
10/17/2022

In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

Marriage is a commitment – and a financial partnership. Before you re-marry, consider these tips for managing your money...
10/14/2022

Marriage is a commitment – and a financial partnership. Before you re-marry, consider these tips for managing your money together.

https://buff.ly/3SJHJWX

How you see yourself is how the world will see you.
10/12/2022

How you see yourself is how the world will see you.

With rising interest rates and continued low inventory, home sales are declining. If you’re looking to buy or sell, we c...
10/10/2022

With rising interest rates and continued low inventory, home sales are declining. If you’re looking to buy or sell, we can help you determine the financial impacts.

https://buff.ly/3Akege6

Millions of Social Security recipients could see the biggest cost-of-living adjustment (COLA) in four decades due to ris...
10/07/2022

Millions of Social Security recipients could see the biggest cost-of-living adjustment (COLA) in four decades due to rising inflation.

https://buff.ly/3S4MzhC

Who's ready for the next chapter?
10/05/2022

Who's ready for the next chapter?

Looking to buy a new vehicle? Car shopping at certain times of year or certain days of the week can lead to major saving...
10/03/2022

Looking to buy a new vehicle? Car shopping at certain times of year or certain days of the week can lead to major savings.

https://buff.ly/3SoSrSl

In retirement, the house where you raised your kids may no longer fit your needs or your budget. Consider these seven co...
09/30/2022

In retirement, the house where you raised your kids may no longer fit your needs or your budget. Consider these seven common living arrangements for seniors.

https://buff.ly/3R1ucsd

What does happiness look like to you? Do more of that!
09/28/2022

What does happiness look like to you? Do more of that!

The question is not if your parents will be contacted by a scammer; the question is when. Learn how to protect your rela...
09/26/2022

The question is not if your parents will be contacted by a scammer; the question is when. Learn how to protect your relatives from fraud.

https://buff.ly/3b7HLas

If you have questions or concerns about the current environment, let’s connect.
09/23/2022

If you have questions or concerns about the current environment, let’s connect.

It can always come back to this basic principle!
09/21/2022

It can always come back to this basic principle!

Address

120 White Plains Road Suite 115
Tarrytown, NY
10591

Telephone

+19149096699

Website

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