Obrien Benefits & Financial Services

O'Brien Benefits & Financial Services, Inc. is a leading provider of employee benefits and financial services in the Mid-Atlantic region. Founded by Michael O'Brien over two decades ago, our company has been dedicated to helping individuals and businesses navigate the complex world of health and financial wellness.

Our Services

At O'Brien Benefits & Financial Services, Inc., we understand that every client is unique, and that's why we take a customized approach to employee benefits and financial planning. Our team of experts works closely with clients to design and implement benefit packages that meet their specific needs and goals.

Employee Benefits

We offer a range of employee benefits, including individual and group health insurance, life insurance, disability insurance, and supplemental health benefits. Our solutions are designed to increase wellness, reduce anxiety, and save employees time. We work with a wide range of carriers to provide a customized benefit package that aligns with the financial goals of our clients.

Key Person Benefits

Our key person benefits program is designed to provide business owners and high-level executives with a comprehensive benefit package that addresses the unique needs of business owners. Our program includes individual and group life insurance, disability insurance, and supplemental health benefits.

Veterinarian Practices

As a specialist in the veterinary industry, we understand the unique needs of veterinarians and their families. Our comprehensive benefit package includes individual and group health insurance, life insurance, disability insurance, and supplemental health benefits. We work with a wide range of carriers to provide a customized benefit package that meets the specific needs of veterinarians.

Our Memberships

We are members of several industry associations, including the National Association of Insurance and Financial Advisors and the National Association of Benefits and Insurance Professionals. Our memberships enable us to stay up-to-date on the latest industry trends and developments, and to network with other professionals in the field.

Our Carriers

We work with a wide range of carriers, including top providers of health, life, and disability insurance. Our carriers include names you know and trust, and we take pride in our ability to navigate the complex world of insurance to find the best solutions for our clients.

Our Expertise

Our founder, Michael O'Brien, has over two decades of experience in the insurance industry. With a focus on health and financial wellness, Michael has helped hundreds of individuals and businesses achieve their goals. He is a licensed insurance professional with a passion for helping people and businesses thrive.

What Our Clients Say About Us

Our clients say it best. Here's what some of our clients have to say about our services:

• "Michael has been the Benefits Consultant for the Town of Purcellville for the past 3 years. He has been very proactive in suggesting enhancements to our current benefit programs. His knowledge of different benefits plans and providers is vast. He will work tirelessly to find solutions that meet the needs of employees and a company's budget." - Tracy DeMonte, Human Resources Officer, Town of Purcellville
• "Mr. O'Brien was responsive to our questions, honest in his response, and provided detailed information on multiple plan options. His knowledge gave us an advantage in understanding and selecting a family health insurance plan that met our growing family's needs." - Patricia G.
• "Michael has the ability to create ways for families and businesses to be protected while saving time and money. He is extremely professional and dedicated to serving his clients." - Mark Fontaine, CCIM, Senior VP Realty Diversified Services, Inc.