Overview

Founded in 1995, BestVest offers competitive investment and insurance services. We deliver customized client services from website appearance to product strategies.  BestVest is dedicated to providing experienced program management, product expertise, advanced technology, and quality service, all tailored to meet the unique needs of each client.

Based in Media, PA, just outside of Philadelphia, BestVest was founded by a credit union and is now owned and managed by Jim O’Connor and a team of well seasoned investment professionals.  Mr. O’Connor has over 35 years experience in the financial services industry.

BestVest continues to grow by investing in website development, while continuing to hire and retain the talent and intellectual capital that strives to take our organization and yours to the next level. BestVest is comprised of experienced professionals with the ability to recognize the changing marketplace and recommend comprehensive services that aim to help financial institutions attract and retain clientele, improve operating efficiencies, and effectively compete for additional market share. BestVest combines our banking and investment expertise with your organization’s resources, forming a relationship that utilizes the strengths of both parties in order to capitalize on opportunities.

Our partners can feel confident that the success of the financial institutions and its customers is always BestVest’s primary goal. 

With this understanding, a talented team of employees, and a flexible business model, BestVest offers customized services through a combination of integrated tools and resources, on-site coaching, regional and annual meetings, and proactive consultations. We carry out our strategies and then we measure our success, continually examining our methods and results against our clients’ expectations. At BestVest, we look to continually improve our strategies in order to provide the best possible service to you.