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Comprehensive Financial Planning
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A comprehensive financial plan allows clients to create wealth, protect that wealth over the long term and gives them the financial independence to enjoy their success. Here at Alodium Financial Group we work with our clients to determine short and long term goals, as well as personal preferences about achieving them. Recommendations for realizing these goals are presented to clients, and if accepted, we ensure that the plan is implemented.
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Alodium Staff
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Scott S. O'Donnell, BCS, CFP - Financial Planner
Emily Murphy, CLU, CFP - Financial Planner
Patti MacKenzie, FLMI ACS - Marketing Assistant
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Our Mission
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We help our clients achieve and maintain financial security and independence by providing quality, innovative and competitive financial products and advice.
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Contact us: (506) 863-0580 (800) 994-5155
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Main services we provide:
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 | | Retirement Planning
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 | | Financial Planning
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 | | Estate Planning
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 | | Investment Strategies
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 | | Tax Strategies
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 | | Group Benefits
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 | | Life Insurance | | | |
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