James O'Donnell, Ph.D. & Thomas Brickman

Retirement & Medicare Specialists at JOD Financial Group

Concord Township, Ohio

Quick Answer

James O'Donnell, Ph.D. & Thomas Brickman, Retirement & Medicare Specialists, is a licensed independent financial professional at JOD Financial Group in Concord Township, Ohio with 8+ years of experience. Specializing in Medicare, Retirement Income Planning, Social Security Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact James O'Donnell, Ph.D. & Thomas Brickman in Concord Township, Ohio

Phone: (440) 299-8080

Email: [email protected]

Website: https://jodfinancial.com/

Areas of Expertise in Concord Township, Ohio

MedicareRetirement Income PlanningSocial Security PlanningIndexed AnnuitiesFixed AnnuitiesLife InsuranceAnnuitiesLong Term Care PlanningFirst Responder Retirement

About James O'Donnell, Ph.D. & Thomas Brickman — Concord Township, Ohio

Licensed Independent Financial Professional · 8+ Years Experience · SafeMoney Certified™

Welcome to JOD Financial Group, your trusted resource for retirement planning and Medicare guidance in Concord Township, Ohio and the greater Cleveland area. Our team of licensed professionals specializes in helping Northeast Ohio families navigate the complex worlds of Medicare enrollment and safe money retirement strategies with confidence and clarity. Meet James O'Donnell, Ph.D. — Retirement & Medicare Specialist Life rarely follows a straight line, and James O'Donnell's journey to becoming a trusted retirement planning professional in Ohio is no exception. Born and raised in Cleveland, Ohio, James earned his Ph.D. in East European History from the University of Colorado, Boulder. After the Cold War ended and academic positions in his field disappeared, James pivoted to international business, spending years in import-export across Eastern Europe. Eventually, he returned to the United States seeking a new chapter—one focused on helping others. Today, James is a licensed insurance ag...

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Frequently Asked Questions About James O'Donnell, Ph.D. & Thomas Brickman & Financial Advisors in Concord Township, Ohio

What services does James O'Donnell, Ph.D. & Thomas Brickman offer?

James O'Donnell, Ph.D. & Thomas Brickman at JOD Financial Group offers Medicare, Retirement Income Planning, Social Security Planning in Concord Township, Ohio. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is James O'Donnell, Ph.D. & Thomas Brickman SafeMoney Certified?

Yes, James O'Donnell, Ph.D. & Thomas Brickman is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.