James V. O'Halloran,  CFP<sup>&reg;</sup> - Financial Advisor

James V. O'Halloran, CFP®

Owner

O'Halloran Tax & Financial Services LLC

1521 Summit Oaks Ct
Burnsville, MN 55337
(952) 891-8009

General

James O'Halloran is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at O'Halloran Tax & Financial Services LLC in Burnsville, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - MBA, MBT

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources