Brendan O’Sullivan | Financial Planner
Contact Information
p. 617-479-0075 x330
bkosullivan@financialguide.com
234 Copeland St. Suite 225
Quincy, MA 02169
Brendan is a dedicated Financial Planner passionate about helping individuals achieve their financial potential. His entry into the industry was sparked by a personal reflection on planning for his own future. As a member of the Lloyd-O'Sullivan Wealth Management Team at Commonwealth Financial Group, Brendan collaborates with three experienced advisors, focusing on strong client relationships.
Brendan's unique value proposition lies in empowering clients with clarity and confidence through education and relationship building. His expertise shines in simplifying intricate financial decisions, leveraging his ability to forge robust relationships to uncover nuanced solutions rooted in emotions and past experiences.
Outside of work, Brendan is involved in his community through volunteer work, including Special Olympics MA. He stays active with his love for running, golfing, and skiing. As a devoted New England sports fan, he finds joy in spending time on or near the ocean, cherishing moments with family and friends.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.