
Stephanie J. O'Haraemail
WestPoint Financial Group - Chicago Office
300 South Wacker Drive Suite 2000
Chicago, IL 60606
Professional Story
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 specializes 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.
Languages:
- English
Specialties:
- 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
Check the background of this investment professional on FINRA’s BrokerCheck
See Stephanie’s Licenses and Disclosures