Retirement & Estate Planning

CONNECT

Address:

375 E. Horsetooth Rd Building 6 - Suite101
Fort Collins, CO 80525

Phone:

(970) 672-8072

O'Reilly Financial, LLC

Myles O'Reilly is a licensed Investment Advisor Representative (IAR) based in Fort Collins, Colorado, however serves many clients throughout the country. In 2003 Myles began his career with a local investment boutique in the midwest primarily selling annuities and life insurance products before earning his securities license and joining Merrill Lynch in St. Louis. In 2008 he was recruited by AIG's VALIC Investment Advisors to manage the individual retirement portfolios for the employees of Southern Illinois University totaling more than $40M. In 2010 he transferred with VALIC to Fort Collins to manage the retirement portfolios for the employees of Colorado State University. He decided to become independent in January 2012 and formed O'REILLY FINANCIAL, LLC.

Myles prides himself in making sure his clients reach their retirement goals with as few surprises as possible. He guides his clients with a proactive risk management strategy knowing that one misstep along the way can change a retirement life forever. Myles believes that greed and complacency are the two most common traits he finds with most investors and ironically the easiest ones to overcome.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck