At Omega Wealth Group LLC, we are dedicated to empowering clients—business owners, families, and professionals—to realize their financial aspirations with confidence, trust, and excellence. Our expertise in comprehensive financial planning, wealth management, estate planning, risk mitigation, and business planning guides clients through each of life's milestones with clarity and control. We understand that peace of mind comes from a clear path forward.
Our firm stands out for its commitment to integrity and client-centric approach. We believe in the importance of a proactive and enduring client-advisor relationship, ensuring that our guidance evolves alongside our clients' changing needs through every major life milestone.
We prioritize long-term relationships, built on trust and a deep understanding of our clients' visions. Our mission is to not only help our clients build wealth but also to contribute towards their lasting legacy, guided by our core values of God, Family, and Country.
At Omega Wealth Group LLC, we are more than financial advisors; we are partners in our clients' journey towards financial empowerment and fulfillment.
Our President, Charles Machann, is a financial advisor offering financial planning & investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser; a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.
Omega Wealth Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Company Details
- Employees
- 1
- Address
- 2600 Network Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.omegawealth.com
- Keywords
- Frisco.
- HQ
- Frisco, TX
Omega Wealth Group Llc Questions
Omega Wealth Group Llc's website is http://www.omegawealth.com
Omega Wealth Group Llc's LinkedIn profile is https://www.linkedin.com/company/omega-wealth-group-llc
Omega Wealth Group Llc has
1 employees.
View email and phone details for 1
employees at Omega Wealth Group Llc.
Omega Wealth Group Llc's industry is
Financial Services
Omega Wealth Group Llc's top competitors are
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Omega Wealth Group Llc's categories are Financial Services
