About OMEGA FINANCIAL INVESTMENTS & INSURANCE
OMEGA FINANCIAL INVESTMENTS & INSURANCE is a leading financial services provider with a team of experienced and knowledgeable advisors. With a focus on providing a comprehensive range of financial solutions and top-notch customer service, OMEGA FINANCIAL INVESTMENTS & INSURANCE has built a reputation for excellence in the industry.
How does the advisor help clients – Key Takeaways:
- Provides customized financial solutions tailored to each client’s unique needs and goals
- Offers a wide range of financial services including wealth management, retirement planning, insurance, and more
- Employs a team of experienced and knowledgeable advisors to ensure the best possible advice and guidance for clients
- Prioritizes customer service and maintains a positive reputation for client satisfaction
Facts and Insights
In order to provide a better understanding of OMEGA FINANCIAL INVESTMENTS & INSURANCE, here are some key facts and insights:
- Founded in 1995
- Headquartered in New York City
- Over 100 advisors across multiple locations
- Assets under management: $5 billion
- Range of clients: high net worth individuals, families, and businesses
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Number of Advisors | Assets Under Management |
|---|---|---|
| 25 years | 100+ | $5 billion |
Financial Services Offered
OMEGA FINANCIAL INVESTMENTS & INSURANCE offers a wide range of financial services, including:
- Wealth management and investment advisory
- Retirement planning
- Insurance solutions including life insurance, disability insurance, and long-term care insurance
- Tax planning and management
- Estate planning
- Business planning and succession
Client Types
OMEGA FINANCIAL INVESTMENTS & INSURANCE serves a diverse range of clients, including:
- High net worth individuals and families
- Businesses and corporations
- Retirees and pre-retirees
- Young professionals and families
Fees & Compensation
OMEGA FINANCIAL INVESTMENTS & INSURANCE operates under a fee-based compensation model, meaning that advisors are compensated based on a percentage of the client’s total assets under management. This aligns the interests of the advisor with the financial success of the client. The fees charged may vary based on the services provided and the complexity of the client’s financial situation.
Background
OMEGA FINANCIAL INVESTMENTS & INSURANCE was founded in 1995 with the goal of providing comprehensive financial solutions to individuals, families, and businesses. The company is led by a team of experienced and knowledgeable advisors who are dedicated to providing personalized and trusted financial advice to clients. With a strong focus on customer service and satisfaction, OMEGA FINANCIAL INVESTMENTS & INSURANCE has become a respected name in the financial services industry.
Financial Advisor Disclosures to Know
OMEGA FINANCIAL INVESTMENTS & INSURANCE believes in full transparency and compliance with all regulations. As such, here are some important disclosures to be aware of when working with an advisor from the company:
- All advisors are registered with the Securities and Exchange Commission (SEC) and are members of the Financial Industry Regulatory Authority (FINRA)
- Advisors may receive commissions for the sale of insurance products
- Advisors may have potential conflicts of