Daniel Obrien

Financial Advisor @First Financial Group

Braintree, MA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2023 — Present

Financial Advisor @First Financial Group

View department →

Boston, MA, US

EDUCATION

1977 — 1981

Suffolk University Law School

Doctor of Law - JD, Law

1973 — 1977

College of the Holy Cross

Bachelor's degree, Economics

ABOUT DANIEL OBRIEN

As a Financial Advisor with First Financial Group, LLC, Dan has over 20 years of experience in all aspects of financial planning for individuals, business owners and families. He plays an active role in developing a comprehensive plan for his clients to address their financial goals and objectives by assisting with the accumulation, protection, and transfer of their wealth. Some of the services offered to his clients include investment management and financial planning, estate planning, retirement planning, executive benefit planning and exit and succession planning.Dan is president of O’Brien, Riley & Ryan, PC a Braintree, MA public accounting firm. He received a Bachelor of Arts in Economics and Accounting from the College of the Holy Cross and a law degree Suffolk University. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Bar Association and the Institute Certified Financial Planners.Registered Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20••••••••30. Licensed to sell insurance in MA, NH, CT and RI. Licensed to sell securities in AL, CT, FL, MA, NH, NC, NY and RI.O’Brien and Riley & Ryan, PC are separate entities. First Financial Group does not offer tax advice or services.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.