About The Odyssey Group
The Odyssey Group is a full-service financial advising firm that has been in business for over 15 years. As a team of expert advisors, they provide personalized financial guidance to clients to help them achieve their financial goals and secure their future. The Odyssey Group prides itself on its professional and ethical approach to financial management and is dedicated to providing transparent and objective advice.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance to help clients reach their goals
- Offers transparent and objective advice
- Ethical approach to financial management
Facts and Insights
The Odyssey Group has over 15 years of experience in the financial industry and has a team of highly qualified and knowledgeable advisors. They understand the complexities of the financial market and have the expertise to guide clients through their financial journey. The firm is committed to staying up to date on the latest industry trends and regulations to provide the best services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 25+ | 15 years |
Financial Services Offered
The Odyssey Group offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
The Odyssey Group works with individuals, families, and businesses to provide personalized financial guidance. They understand that each client has unique financial goals and needs, and they tailor their services accordingly. Their clients include:
- High net worth individuals
- Corporate executives
- Small business owners
- Retirees
Fees & Compensation
The Odyssey Group is committed to transparency in their fees and compensation structure. They offer a fee-based model, which means that they are compensated based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients, as they only make money when their clients’ investments grow.
Background
The Odyssey Group was founded by a team of experienced financial advisors with a passion for helping individuals and businesses achieve financial success. They believe in building long-term relationships with their clients and are dedicated to providing the highest level of service to help them reach their goals.
Financial Advisor Disclosures to Know
As a financial expert, The Odyssey Group adheres to strict regulations and standards set by governing bodies, including the Securities and Exchange Commission (SEC). They are also required to disclose any potential conflicts of interest or any legal or disciplinary actions taken against the firm or its advisors. Clients can trust that The Odyssey Group is a reputable and trustworthy firm that operates with the highest ethical standards.