Personal and Local

One of the things that distinguishes Greg O’Donnell from other financial advisers on the radio is that he is both "personal and local." He’s not just a voice on the radio; he is a person who can sit down with you and have a real discussion about your financial future.

In fact, that is what he and his brother Robert often advise people to do: get together with them either in the convenience of their Bay Area office, or in an even more convenient place: your home. Greg and Robert have held many such "kitchen table" discussions with couples and families over the years, advising them on their finances.

Whether on the air or in person, Greg and Robert O’Donnell deliver personal service of the highest quality—and they're close to home.

Call Today and Make an Appointment to See Greg or Robert!

Find out how we can help you maintain and improve your lifestyle, provide for your family's education, retire comfortably, and leave a lasting legacy–all through our wealth management services.

When you finance your home, we have a team of people working for you at O'Donnell Financial Group–the very best experts in the industry to get the very best deal for you.

Greg O'Donnell is the popular radio host of a weekly financial advice program, "Money Matters." Tune into Greg’s latest broadcast to hear the latest on all matters having to do with money.