About Us

William M. O’Brien & Associates was established in March of 1993 offering full insurance and investment products for both personal and business clientele.  In January of 2004, the agency moved to its present location in the Park Street Office Park Condominium Complex in North Reading to join forces with a life insurance and investment advisory firm so as to be able to increase the range of products and resources offered. 

In 2007, the merger with Eunice F. Foley Insurance Agency expanded both its geographic and customer base, while adding a mostly personal lines clientele to its already heavily concentrated commercial account base.  In 2008, the agency became a proud member of the Advantage Insurance Network LLC.  In the agency’s capacity as a member of the Network we are able to provide access to additional markets, products, and services as well as the enhanced expertise that support those products and services available now to our clients.

As a result of these business affiliations, there has been a continuing evolution that has enabled William M. O’Brien & Associates to grow and still retain the best of both worlds, a one-on-one relationship with each individual insured combined with the strength of group purchasing power.  The ultimate goal of William M. O’Brien & Associates and its Network agency partners is to be able to provide even more product and service enhancements to our clients as we move forward together into the future.

Experience

  • Over 30 years consulting to the Investment, Property & Casualty, Life, Accident & Health community.
  • Marketing & Strategic Planning
  • Designations:
             CPCU - Chartered Property & Casualty Underwriters
             CIC - Certified Insurance Counselor
  • Licenses held:
                                               Property & Liability Broker
            Life, Accident & Health Broker
            FINRA Series 6 and 63
  • MBA – Boston College
  • BA – University of Notre Dame

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Philosophy.

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.

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