Individuals

Organizing Your Complex Financial Life and Goals

Omni Financial Research professionals work as a close-knit team to consolidate your assets to make managing your complex financial life more efficient. You have at your fingertips the power of Omni Financial Research to oversee and manage all your assets, documents, and retirement and estate planning.

1

We're Experienced

OFR has the experience and the tools required to help you carefully coordinate every aspect of your present and future needs in a way that brings clarity and structure to your financial life.

3

We're dedicated

We take the big picture approach to deliver layers of services and skills that help you and your family achieve confidence in your investments.

2

Quality

Omni Financial Advisors offers quality, cost-effective financial and accounting services that go beyond the foundational services of tax preparation and investment advice.

4

Time

We take time to understand the unique needs and goals of each client. And we are proud to say that we have helped individuals create customized plans that grow their assets and preserve their wealth.

Making The Complex Comprehensible

Our team of advisors will examine your financial life and future needs to create a clear, cogent plan that is strategically cohesive, logical, and focused on achieving your goals.

As part of that strategy we offer comprehensive analyses of key areas: retirement, taxes, estate planning, and college funding. We also offer fee-based financial advice to ensure you have ongoing answers to your questions and support for all your needs.

Affiliated Services

Omni Financial Research believes that intelligent financial planning management includes consolidating myriad services and eliminating loose ends in strategic thinking. Therefore, we have developed close relationships with many experienced financial experts in the New York metropolitan area in order to help you consolidate your planning for present needs and future goals with us.

These services include:

Property & Casualty Insurance

Property & Casualty Insurance

Property and casualty insurance provides optimal protection from liability and property loss within the individual’s or company’s budget.

Accounting & Payroll

Accounting & Payroll

Qualified accountants and payroll administrators provide professional tax planning and payroll services to meet the needs of businesses at varying levels of complexity.

Pension Administrator

Pension Administrator

Pension administrators provide comprehensive benefits planning and execution services for both retirement plans and flexible benefits programs.

Legal

Legal

Lawyers advise, strategize, problem solve, advocate and negotiate matters for both personal and commercial purposes.

Third Party Administrator

Third Party Administrator

Third-party administrators execute the technical requirements of employee retirement plans. Generally they are more effective than in-house staff.

Mortgage

Mortgage

Our relationships with mortgage brokers can help individuals obtain financing for their personal residence, as well as assisting businesses finance their commercial properties.

Please contact our office today so that we can help you and your family become better prepared for a promising future.

Contact us!