| Advisor Profile |
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Business Description |
| OMH Partner Group serves clients in Illinois, all over the Chicagoland Area, Dupage County, Cook County, Kane County and all counties in the State of Illinois. We are in downtown Winfield Illinois which is located near other towns such as Wheaton, Glen Ellyn, West Chicago, Naperville, Elmhurst, Lombard, Oak Brook, and Bloomingdale.
Our Financial Portfolios are meticulously customized to fit your financial needs and financial objectives. Time frames typically range from 4-6 years. We have the ability to cultivate financial portfolios that can range from the most conservative financial approach to implementing a more aggressive financial strategy.
We develop client partnerships. We value these long-term, high trust relationships. It's critical to understand the people issues behind the money decisions when it comes to money management, asset protection, asset preservation, and income planning.
Investment Advisor Representative, Fixed Indexed Annuity Advisor, Fixed Annuity Advisor, IRA/ 401K Retirement Plan Rollovers, Income Planning, Asset Management, Asset Preservation, Wealth Management Strategies, and Management of Market Risk on Financial Portfolios.
Fixed Indexed Annuities, Fixed Annuities, and Managed Accounts are important but products alone don't drive the solution. When we work with our clients on money management, asset protection, asset preservation, and income planning, we work with you to develop a plan that is in your best interest. OMH Partner Group has many industry partners and we are not "locked" into any one financial solution.
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| Prepared By: |
Paul Daly |
Frequently Asked Questions |
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