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Merrill Lynch

3.0 (2 reviews)

Services - Merrill Lynch

Investment management

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O' Hare Financial - Sean O'Hare

O' Hare Financial

(1 review)

I contacted O'hare and Associates with an inquiry by email, with a simple question about their…read morebackground with handling real estate investments. Rather than give me a quick response on the phone they scheduled a time for me, followed up by text and email to ensure I would attend. When I got to speak with Sean he was rude, dismissive, unprofessional and told me that he would not speak to me unless i became a paying client. It was all very strange as it was O'Hare Associates and not me that insisted on the call. I would recommend people choose any of the following if they have real estate as all were pleasant and very knowledgeable when I reached out: Albert Bergen, Fred Going and Jim Snow.

From the owner: We provide comprehensive financial advisory, tax planning, and tax preparation services. O'Hare…read moreFinancial has been providing financial advisory and tax services in New England for over 20 years, we know how important it is to feel secure and confident about the finances and tax situation. It's normal to have questions and concerns about your finances-be it about planning for your retirement, estate planning, investments, trust accounts, or saving for your child's education. You should have someone to turn to when these questions arise, and that's where O'Hare Financial comes in. Financial advisor meets tax planning, and we can help you achieve your financial goals. Be it for the upcoming tax season or saving for your retirement.

Merrill Lynch - investing - Updated May 2026

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