Brian O'Leary, RICP Principal with Semper Financial Group, LLC

Brian O'Leary, RICP Principal with Semper Financial Group, LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2 Lakeshore Center
2nd Floor
Bridgewater, MA 02324
508-279-4456

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither Semper Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Semper Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by ...
04/30/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.
04/27/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust sett...
04/26/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
04/24/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
04/22/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.
04/21/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mo...
04/18/2026

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or...
04/17/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.
04/16/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can a...
04/14/2026

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here's how even a small increase can affect your retirement costs.

Even modest changes in retirement income can raise Medicare premiums under IRMAA. Here’s how a small increase can affect your retirement costs.

Address

2 Lakeshore Ctr
Bridgewater, MA
02324

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 5pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 2pm

Telephone

+16172563004

Website

Alerts

Be the first to know and let us send you an email when Brian O'Leary, RICP Principal with Semper Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category