wiseradvisor


Shane OBrien
Allworth Financial

Tel: 888-242-6766
1800 West Loop South, Suite 1980
Houston, TX 77027
Allworth Financial | Financial Advisor in Houston ,TX

Refreshingly clear advice when you need it the most.


About Shane OBrien

Shane O’Brien is a financial consultant for Allworth Financial. In his over 25-year career spent meeting the needs of pre-retirees and retirees, Shane has earned valuable experience working for numerous well-known national firms, including Merrill Lynch, Fidelity Investments, and RAA. In his unique role with Allworth, Shane serves as the liaison between potential clients and our dedicated team of financial advisors. He seeks to gain a clear understanding of each person’s financial situation, and to become intimately familiar with their short and long-term goals, so our dedicated advisory team can help them to achieve their desired investment, financial planning, and retirement objectives.


About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   1993
No.of Employees:   100-499
Name of Broker/Dealer:   AW Securities
Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Tax Advice and Services, Retirement Planning, Estate Planning & Trusts

Services

Can meet clients in the following ways:   Via Phone, Our Office, Video Conference

Firm Information

Firm's Number of Clients:   12,000
Assets Managed by Firm:   $10,000,000,000

Compensation and Fees

Fee Structure:   Fee-Based

Financial Services

Retirement Planning

Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.

Estate Planning & Trusts

Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.

Tax Advice and Services

We understand that the complexity of modern retirement means investment management and retirement planning need to be combined with tax planning to help you reach your financial goals. Your approach to tax planning should be forward-thinking, as well. We'll work with you and your advisor to create a tax plan that analyzes your situation, not only today, but years from now.



Disclaimer

Advisory services offered through Allworth Financial, a Registered Investment Advisor. Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC.

Compliance

Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM
brokercheck

Nearby Financial Advisors View All Financial Advisors In Texas