Financial Planning

  • Asset Accumulation (Wealth Accumulation)
  • Asset Protection (Wealth Preservation)
  • Tax Reduction Methods

Investment Advisory Asset Management

  • Stocks
  • Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Money Markets
  • CD’s

College Planning

  • 529 plans
  • UTMA accounts
  • ESA

Retirement Planning

  • IRA’s
  • IRA rollovers
  • ROTH IRA’s
  • SEP IRA’s
  • 401(k)’s
  • 403(b)’s
  • 457 plans
  • Annuities

Insurance Planning

  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Disability Insurance

Contact Fit Financial today!

San Antonio

Presently, John O'Reilly, Jr. is:

  • Registered to transact business in TX, CA, CT, GA, MA, MN AND NM*;
  • An investment advisory representative licensed in TX, MA AND GA*; and
  • Licensed to offer insurance services in TX AND MA*

*Securities and advisory services are offered through Signal Securities, Inc., 700 Throckmorton St., Ft. Worth, TX 76102 Member FINRA, SIPC, Registered Investment Advisor; Signal Securities, Inc. is registered to conduct securities business in all states except the following: DE, VT, RI and NH. None of the material contained herein is an offer to purchase or sell any security, insurance or investment advisory service and is for informational purposes only.

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