PLAN B INVESTMENTS, INC. was established in 2004
as a Registered Investment Advisor/Broker dealer (RIA/BD) based on the notion that the investor's goals should be placed first and foremost.
We analyze each situation
and suggest what services best suits the client.
Our commitment is to be involved in
our clients' financial situation
with a hands on approach,
and have an ongoing business relationship.
Martin P. O'Malley, Jr.,
President and Chief Compliance Officer,
has been securities licensed since 1988.
We pledge to exercise our best efforts,
always to act in good faith
and in the best interest of our clients.
We will provide written disclosure, in advance,
of any conflicts of interest that could reasonably
compromise the impartiality of our advice.
© 2023 PLAN B INVESTMENTS, INC.
Financial Member FINRA/SIPC Registered Investment Advisor