Skip to content

Zac O'Brien, CFP, Crown Wealth GroupFinancial advisor in Lewisville, NC

Zac O'Brien, CFP, Crown Wealth Group is a financial advisor at 107 Glen Eagles Way Ste a, Advance, NC 27006, ranked #22 of 76 financial advisors in Lewisville and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lewisville, NCUpdated 0 paid placements in any rankingHow we rank

Call (336) 794-1592Website ↗

Key facts

Key facts about Zac O'Brien, CFP, Crown Wealth Group
Address107 Glen Eagles Way Ste a, Advance, NC 27006, Lewisville, NCGet directions
Phone(336) 794-1592
Websitecrownwealthgroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lewisville and 7 towns within 25 miles: Clemmons, Winston-Salem, Lexington, Kernersville, Thomasville, Salisbury and High Point.

Based in Lewisville, NCView on map

Opening hours

Opening hours for Zac O'Brien, CFP, Crown Wealth Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Zac O'Brien, CFP, Crown Wealth Group

How is Zac O'Brien, CFP, Crown Wealth Group ranked in Lewisville?

Zac O'Brien, CFP, Crown Wealth Group is ranked #22 of 76 financial advisors in Lewisville by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Zac O'Brien, CFP, Crown Wealth Group’s hours?

Zac O'Brien, CFP, Crown Wealth Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Zac O'Brien, CFP, Crown Wealth Group serve?

Serves Lewisville and 7 towns within 25 miles: Clemmons, Winston-Salem, Lexington, Kernersville, Thomasville, Salisbury and High Point. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Zac O'Brien, CFP, Crown Wealth Group?

Zac O'Brien, CFP, Crown Wealth Group has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Zac O'Brien, CFP, Crown Wealth Group?

Call Zac O'Brien, CFP, Crown Wealth Group on (336) 794-1592. The business is at 107 Glen Eagles Way Ste a, Advance, NC 27006, Lewisville, NC. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Zac O'Brien, CFP, Crown Wealth Group? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Zac O'Brien, CFP, Crown Wealth Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Zac O'Brien, CFP, Crown Wealth Group (this business)—665.0 (4)NoNo
Truliant Federal Credit Union High Point#20664.5 (116)NoNo22.6 mi
First Horizon Bank - Walkerstown, NC - Old Hollow Rd#21664.5 (40)NoNo18.9 mi
Ebert Financial#23654.5 (8)NoNo7.4 mi

See all 76 ranked financial advisors in Lewisville