Testimonials

Seamus and his firm were recommended to me after multiple insurance professionals had reviewed my policies and determined there was no savings to be found. Seamus restructured my insurance portfolio maintaining identical coverage at a 50% cost savings. I highly recommend his firm for working tirelessly to find solutions in the insurance world.

Eli Wilner & Company Logo

Eli Wilner & CompanyMaster Framers

Our company has been working with Seamus for over 10 years now and have had a fantastic relationship. Not only has Seamus been invaluable in establishing different financial plans and insurance programs for our business he has been a resource that we have discussing various financial options. Most of all he is not just our adviser he is our friend!

Phase One Group Logo

Gerard Petri
Joseph PanicoExecutive Partners

Our company has worked with Seamus O’Brien for years and the service he provides is impeccable. Being in business for 50 years this year ,it is rare to find a company as knowledgeable as Mr. O’Brien’s.  His financial advice has saved our company money throughout the years we have been working with him. And I would recommend him to anyone that wants sound, intelligent financial advice for their new or existing company. He is pleasant, prompt and above all knowledgeable about the needs and concerns of running a business in today’s environment. We all work hard, but if you want to have that hard earned money work for you, Give O’Brien Planning Group a try, it will be the best phone call you ever make.

Recco Home Care Services Logo

Frank J. Recco
President
Recco Home Care Service, Inc.

I came to Seamus with multiple objectives with a budget that others said could only meet one of my objectives. Seamus brought a unique insurance planning approach to the table with out of the box thinking that met both of my objectives and exceeded my expectations. On top of that, he made the process easy for me to understand and participate in. Seamus is a pleasure to work with and I would recommend him to anyone looking for a good advocate to help them optimize their financial planning.

Flint & Steel Logo

Mark GreengrassFounder/Chief Operating Officer
Flint & Steel