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Products & Services

At O’Rear & Associates, we provide assistance in the following areas:


Mutual Funds, Stocks, and Bonds

Government Securities

Educational IRA , 529 College Savings Plans

Brokerage Accounts

Managed Money Accounts

Traditional, SEP, Roth, and SIMPLE IRAs

Fixed and Variable Annuities

Alternative Investments – REITS, 1031 Exchanges, Oil and Gas Leases



Long Term Care


Financial Planning


Tax Reduction Strategies


Estate  Conservation and Transfer

Charitable Giving

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.