William M. O’Brien & Associates and its affiliate companies have provided over 30 years of insurance, investment and strategic planning services to businesses and individuals throughout the Northeast. 

It is with dedication to service designed to help our customers meet their individual and business goals in which we take our greatest pride and satisfaction.

As an independent agent, we have access to a vast number of insurance companies.  With our extensive knowledge of the marketplace, it is our job to match the company’s strengths with our customers’ specific needs in order to produce a financially sound partnership. 

Our partnership will provide coverage at a fair price while not over insuring or imposing unnecessary coverage.  It is a relationship that prospers over time because we work for you.

How We Can Serve You

  • Planning to help in accomplishing your future goals and objectives (investment, property, liability, life, accident & health) as part of your personal and business growth development.
  • Evaluation of your personal insurance program together with exposure analysis, recommendations and commentary.
  • Complimentary Registry Service
  • Price and coverage comparison of present policies with market leaders.
  • Design insurance programs to ensure proper coverage.
  • Planning to help in accomplishing your future goals & objectives (investment, property, liability, life, accident & health) as part of your personal & business growth development.
  • Provide individual and group presentations to any size community audience.
  • Education assistance on specific insurance topics.
  • Strategic management consulting for both personal and business planning.
  • Securities offered through National Planning Corp. (NPC), Member
  • FINRA/SIPC. William M. O’Brien & Associates and NPC are separate and unrelated companies.

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We believe that everyone has personal and professional goals in their life and that nothing worthwhile can be accomplished without a plan designed to meet and support those objectives.  It is our philosophy to assist you in attaining both your short and long term goals by first preparing a course of action that protects you through a properly designed insurance program.  We will then build upon that foundation by helping you enhance the value of your assets through a prosperous plan of investments and retirement allocation.