Kevin M. O'Brien,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin M. O'Brien, CFP®

SVP/Financial Advisor

Wealth Enhancement Group, LLC

290 W Main St, Unit #5
Northborough, MA 01532-2164
FINANCIAL ADVISOR'S WEBSITE
(508) 351-9775 CONNECT WITH Kevin
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General

Kevin O'Brien is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Enhancement Group, LLC in Northborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy, Accredited Investment Fiduciary

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Job Loss, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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