Our mission is to maximize our client’s financial well-being through education, communication and service that exceeds expectations.
Our goal is to be your most trusted advisor through our commitment to professional knowledge, integrity and personalized service.
O'Meara Financial Group partners with families and businesses to build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist clients in creating a customized game plan, a prudent investment strategy, a risk management process and a system for coordinating all facets of their financial lives.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.
The same can be said about your retirement strategy.