O'Carroll Financial Planning

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About O'Carroll Financial Planning

O'Carroll Financial Planning is a trusted fiduciary financial planning and advisory firm serving San Marcos, California. As a dedicated financial planner, we provide comprehensive financial advising and investment services tailored to meet your unique goals and objectives. Our extensive range of services includes investments in bonds, common stock, treasury bills, government securities, and treasury notes. We specialize in retirement planning solutions such as Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Educational IRA, and brokerage accounts. Our expertise extends to variable annuities, 401k planning, 403b planning, and money purchasing plans.

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