Brandon J.
Great service and product
Great service and product
Reply from Ryan O'Connell FinanceJun 25, 2024
I appreciate that Brandon, and enjoyed discussing your problem! -Ryan

Excellent
Based on 51 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Ryan O'Connell Finance is your trusted partner in financial clarity and expertise. As a CFA Charterholder and FRM-certified professional, I offer meticulously crafted standard Excel files featuring robust financial models to streamline your analysis. Beyond ready-to-use tools, I provide bespoke financial modeling services tailored to your unique requirements. For those seeking to deepen their financial acumen, I also offer personalized one-on-one tutoring sessions to empower you with the knowledge to excel in finance. Let's unlock your financial potential together.
Ryan O'Connell Finance (ryanoconnellfinance.com) has 51 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
51 approved reviews, newest moderated first
Brandon J.
Great service and product
Reply from Ryan O'Connell FinanceJun 25, 2024
I appreciate that Brandon, and enjoyed discussing your problem! -Ryan
J C.
Ryan, you’re a great teacher. Not all people who have an expertise can teach well. You are personable, you make the matter relatable and your approach is right on the money (excuse the pun). I especially liked that you also show that sometimes, if an error comes up (like a missing bracket), it’s also a thing that happens to everyone and there are no worries. A+++
Reply from Ryan O'Connell FinanceJun 20, 2024
Thank you so much for that! I really appreciate you taking the time out of your day to let me know that you found my work helpful. It means a lot to me. -Ryan
Jan
Ryan was able to help me with all my problems in an efficient and professional manner. Thanks again.
Reply from Ryan O'Connell FinanceMay 28, 2024
It was great working with you Jan and you had a very interesting project! Thanks for the feedback
Stan
Ryan was fantastic to work with. Best money I ever spent. I will be using him on many future project.
Reply from Ryan O'Connell FinanceMay 28, 2024
Stan, you are the best for leaving this feedback! I truly appreciate it. Can't wait to work with you again. -Ryan
Cleveland
Very good software. Easy to navigate. Easy on the eyes. Helps me in tracking the Australian side of my share portfolio. However, the only thing bugging me is that some ETFs don't provide a sector and just leave the field empty which doesn't help with sector allocation. However I am aware of the holdings in each ETF and simply use my knowledge to understand the allocation. Besides that, incredible
Reply from Ryan O'Connell FinanceMay 24, 2024
Thank you for the positive feedback Cleveland! You are correct that Excel API only returns the sector value for individual stocks and not ETFs! I really wish there was a work around for that one as I have run into that issue myself
Man Leung C.
I wish you could do more about video about fixed income
Reply from Ryan O'Connell FinanceMay 24, 2024
Thanks for the 5 star review! Do you mean you'd like me to make more fixed income videos?
raghad A.
Knowledgeable. Insightful. Great teacher. Patient. Focused. I look forward to work with Ryan again.
Reply from Ryan O'Connell FinanceMay 24, 2024
Thank you so much for the kind words Raghad! I'd love to work with you again in the future as well
William K.
I had the incredible opportunity to work with Ryan on optimizing my AI trading bot, and it’s safe to say that his financial expertise has been nothing short of transformative for my project. Ryan possesses a profound understanding of financial markets, trading principles, and the intricate nuances that drive successful investments, which he brought to bear on our collaboration with remarkable effect. His professionalism and effective communication made the entire process smooth and insightful. I was particularly impressed by his ability to drive results that surpassed our initial expectations. Without a doubt, Ryan’s contributions were invaluable, and I wouldn’t hesitate to hire him again for his financial acumen. Highly recommended for anyone looking for top-tier financial expertise.
Reply from Ryan O'Connell FinanceMay 24, 2024
Wow, thank you for that William! You project was really interesting and I think it's got legs