Individuals and their Families

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships. One of the best ways to ensure your financial future is to know all of your options and learn about the paths that can lead to success.  O'Meara Financial Group, Inc. can help you examine your finances, review your financial objectives, and build a plan for your to pursue your goals for you and your loved ones. 

We serve a wide variety of successful individuals including business owners, corporate executives, executive directors, and those experiencing major life events.  Our team is here to build a relationship with you and your family.  Our array of financial services is geared to your personal growth and personal goals. 

Client Centered

Services we provide include: 

  • Comprehensive Financial Planning--we take a snapshot of your current financial position and use sophisticated tools to build a custom strategy for you. 
  • Risk Management--we strategize ways to reduce your risk exposure and help to protect you from unforeseen events. 
  • Asset Protection--we work with you to protect what you already have and build a plan to grow your net worth. 
  • Investment Management--we are committed to an objective fiduciary process and standards to help meet your investment objectives. 

How Much Do You Know About Investing?

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