• LinkedIn Social Icon

Kim O'Brien

Financial Services Associate

585-512-2349

Kim O’Brien is a Financial Services Associate at Sage Rutty.  She graduated from Elmira College with a B.S. in Human Services and a Minor in Speech and Language Pathology.  Before joining the financial services industry, Kim was a Social Worker for 7 years and then a stay at home mom.  She resides in Honeoye Falls with her husband, Jay and three children.  When Kim isn’t traveling with her kids for sports, she enjoys time with her friends and family.

Kim can help you with:

• Scheduling appointments

• Online Access
• Check requests
• Statements or tax forms

• Transferring funds

• Change of address
• Change of beneficiary

Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC