Broker Check

Services

How We Work

O’Carroll Investment Management specializes in helping individuals and business owners develop sound retirement strategies.  If you are retired, or even if that’s decades away, please take the time to explore our website and its wealth of information. Education is this firm’s first pillar, and we pride ourselves on taking the mystery out of investing.

Investments

Fee-Based Accounts

Bonds

Common Stocks

ROTH, SEP, and Regular IRA's

Brokerage Accounts

Government Securities

Variable Annuity

Mutual Funds & ETFs

Municipal Bonds/Funds,

Alternative Investments

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

529 & College Plans

Estate Plans

Profit Sharing Plans

Estate Tax Minimization

Executive Compensation Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Beneficiary Liquidity Plans

Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rob@ocarrollinvestment.com  |  (760) 802-2827