You have spent your life taking care of others--now let us take care of you. We specialize in helping retirement plan sponsors build strong 401(k) and retirement programs, and help individuals transform retirement nest eggs into a regular paycheck. Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Services
When O'Meara Financial Group, Inc. was founded in 2001, our focus was to offer professional financial advice and consulting. That's why we chose to work with LPL Financial as our Registered Investment Advisor and Broker Dealer. LPL offers all of the resources of a big firm without an agenda or proprietary products.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Our financial services 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 financial goals for you and your loved ones.
At O'Meara Financial Group, we understand that every organization has unique financial needs. Our role is to help you make smart, well-informed financial decisions about managing your trust, corporate and foundation assets. Our established relationships with the country's largest investment management firms enable us to offer you a wide range of investment options.
Every school has unique needs. At O'Meara Financial Group, we help coordinate competitive retirement programs for you and your staff. Our experience in working with administrators and our established relationships with the country's largest investment management firms enable us to offer you a wide range of quality retirement programs on proven platforms.
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