Call Us Today:
408.612.8195

Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Weller/O'Brien Insurance Services is committed to helping you realize your fiscal goals.

At Weller/O'Brien Insurance Services, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Weller/O'Brien Insurance Services, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Weller/O'Brien Insurance Services.

We are proud to provide fiscal planning services for clients near Morgan Hill, San Jose, Gilroy, Silicon Valley, San Martin, and Coyte.

Related Products:

Our Locations

Weller/O'Brien Insurance Services

16275 Monterey St. Suite L
Morgan Hill, CA 95037
Main office: 408-612-8195

Weller/O'Brien Insurance Services - Half Moon Bay

720 Kelly Avenue
Half Moon Bay, CA 94019
Main office: 650-492-6842

Our Providers

Testimonials

Bill has been my agent for over 20 years, insuring my house, my car and my business. I highly recommend his agency especially for the personal attention provided by Celia with my ongoing needs. I don't worry about my insurance thanks to Celia and Bill.
Gayla P.
It's a pleasure to do business with Celia and Bill. They are both knowledgeable and friendly. Excellent customer service! Whenever I've called with a question, they've responded in a very timely manner. My husband and I have been customers for over ten years and will continue for many more.
Phyllis S. San Jose, CA
We have been working with Bill and Celia for over 20 years. We have used their agency for our home, farm and auto. I find them to be prompt, honest and knowledgeable. We depend on them! Celia takes a very personal interest in helping us which really is sincere, apparent and unusual in this day and age. I would very highly recommend Bill and Celia to all my friends and colleagues!
Doug W. Milpitas, CA
Bill and Celia have been providing our family with tremendously great service for our farm, homes and autos for many years. It is because of their knowledge, that we can go about our business confident and worry free knowing we have good coverage. I highly recommend Bill and Celia for the friendliness and informed services the provide.
Doug P. J.E. Perry Farms