Stephanie J. O'Hara


    Focus: Insurance Strategies, Investment Strategies, Special Care, Retirement Income Planning, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning

    Languages: English

    Stephanie’s focus is on providing financial advice to professionals, business owners and their multi-generational families. She also advises families who have dependents with special needs. She special-izes in wealth accumulation and protection strategies, implementing comprehensive goal-oriented services customized for her clients. Dedicated to providing excellent, consistent service, Stephanie puts her experience and expertise to work for you.

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    Chicago Satellite Office - LaSalle Street

    Satellite Office

    10 S LaSalle Street Suite 2400
    Chicago, IL 60603

    CRN202008-233683