The Success Inventory by The Patrick Group.

News

04.15.06
Stage 2 Planning Partners Welcomes New Representative to Firm

Fred O'Brien, LUTCF

Fred O'Brien has been a financial representative since 1998 after 32 years in public education as a Vermont teacher, teacher educator and principal.

He heads Educators' Financial Services, dedicated to "Helping Vermont Educators Achieve Financial Security" through improved group benefits at their workplace and individual financial analysis, organization and services.

He holds bachelor's and master's degrees from the University of Norte Dame; did advanced doctoral study in education at John Hopkins University, the University of Massachusetts, and the University of Vermont; and currently studies financial services through the American College.

He has four children and eight grandchildren and lives in Georgia, VT with his wife who is a Vermont public school administrator.

Back to news list

Need More Information?
Contact Us Today

Stage 2 Planning Partners
20 Kimball Avenue
Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Join the Stage 2 Planning Partners mailing list
Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000