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MassMutual financial professional.

Liam O'Brienemail

Vision Financial Group - Syracuse

125 East Jefferson Street Suite 800
Syracuse, NY 13202-1866

  • Professional Story

    Preparing for the next step in life isn't always easy, but knowledge is the key to a successful financial future, and that's why I am dedicated to making a difference in people's lives.

    My combination of experience, professionalism and access to a wide variety of products and services will help me meet your financial goals, estate stratgies and insurance needs. I pride myself in getting to know each client so that I can understand their indidvidula needs and what matters most to them. This helps me recommend products and straties designed to meet their current,a dn more importantly, future needs.

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Retirement income solutions
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    1. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    Education

    SUNY Empire State College, Bachelor of Science in Business Management 2019

    Hobbies

    Farming, Hockey, Wood working, Coaching, Learning

  • Languages:
    • English
    • French

  • Specialties:
    • Insurance Strategies
    • Retirement Income Planning
    • Military
    • Group Benefits
    • Risk Management Strategies
    • College Funding Strategies
    • Retirement Strategies
    • Financial Education
    • Business Owners


  • Online Services

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