Leo G. O'Connor, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Leo G. O'Connor, Sr. CFP®

Wealth Management Advisor

Visions Wealth Management

33 Riverside Dr
Binghamton, NY 13905
FINANCIAL ADVISOR'S WEBSITE
(800) 295-4177
(607) 770-3800

General

Leo O'Connor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Visions Wealth Management in Binghamton, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

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