1350 Main Street, 15th Floor                
Springfield, MA 01103                          
Office: (413) 733-8288                          
Fax: (413) 733-9433                               

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FAMILY OFFICE SERVICES
 

Our family office team has the financial expertise, knowledge, objectivity, experience, and administrative skills needed in managing the financial ramifications of life events.
We work closely with our clients to design a plan of services and approaches that suit their unique needs, such as:
                                  • Tax compliance
                                  • General accounting and financial reporting services
                                  • Bill paying and check writing functions
                                  • Financial planning
                                  • Payroll services
                                  • Guidance and recommendations for complete family insurance needs
                                  • Fiduciary services
These services represent efficient and cost effective alternatives to a personal administrative assistant or bookkeeper.

We do not take custody of clients' assets or recommend that clients buy or sell any investment assets. We work with financial advisors, insurance brokers, and other professionals to facilitate a smooth and efficient process to help clients meet their objectives.

© 2015 J.M. O’Brien & Company, P.C. | Site Design by J.M. O’Brien & Company