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For over 50 years, O'Brien Greene & Co. has provided fiduciary investment management and financial planning to a diverse clientele: from individuals, families, trusts, and charitable organizations, to corporate retirement plans, banks, credit unions, and insurance companies.
Our approach aims to preserve and grow our clients' capital through good markets and bad, crafting customized portfolios of individual stocks, bonds, and ETFs. With approximately $450 million under management, our office is located in the Philadelphia suburb of Media, Pennsylvania and serves clients across the United States.
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