Greenway Financial Advisors LLC

Burlington, Massachusetts

5.0 (9 reviews)
Call (339) 234-9098 Visit website →

About

Greenway Financial Advisors LLC is a fee-only advisory firm in Burlington, Massachusetts, led by CFP® practitioners Brendan O'Rourke and Dennis O'Leary. The firm provides financial planning, retirement planning, investment management, and tax strategy services to individuals, families, and small businesses, operating under a fiduciary standard. Both advisors maintain CFP® certification, with O'Rourke also holding an Enrolled Agent credential, and the firm operates exclusively on client fees with no commissions or product sales incentives.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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