Services

How We Work

Our firm specializes in helping individuals develop comprehensive financial planning and retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of financial services we provide. The O'Meara Financial Group offers personalized, hands-on financial services to individuals and families, institutions, and schools. Educating our clients about financial concepts and products, and taking the mystery out of investing, insurance, estate conservation, and preserving wealth are just a few of the ways we service our clients.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Coverdell ESA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our financial firm and the comprehensive wealth management services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

momeara@omearafinancial.com   |  (732) 224-9900