Investors Group- Financial Planners Ryan M. O'Brien & Jeff Castaneda

Description

Partners Jeff Castaneda and Ryan M. O’Brien are professional financial planners who develop wealth management plans for families and businesses in Windsor-Essex County. We teach clients how to budget their money properly, build wealth with investments and achieve lifetime goals. These days we know that good financial advice is more important than ever.
When you become a client, we will meet with you to discuss your immediate goals and longer-term objectives. We will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, we will implement your plan and review it regularly as your life changes. Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax, and life planning. These experts help our team keep on top of changes to government legislation that could impact your plan, global market movements and new financial options. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there. Jeff Castaneda & Ryan O'Brien Partners