John O'ReillyO'Reilly Wealth Advisors LLC
Chapter: BNI Money In Motion
Financial, Financial Advisor
My BusinessInvestment advisor with fiduciary responsibility to clients. Willing and able to serve as my clients "financial protector". Maximize the probability that clients achieve their tangible financial goals. Safety. Thoroughness.
Ideal ReferralBusy, successful executive or business owner that is a great delegater.
Top ProductComprehensive financial advice with regular meetings to implement the advice.
Top Problem SolvedNo goals, no plan, many missing pieces - gets transformed into goals and plan *in-writing* and the mising pieces steadily moving into place.
My Favorite BNI StoryHow I joined. I came as a favor to a friend swearing that I would never join. I joined and love it.
My Ideal Referral PartnerAnyone that believes in givers gain and backs up by their hard work.