Charles Machann

Charles Machann Email and Phone Number

Texas, United States
Charles Machann's Location
Dallas-Fort Worth Metroplex, United States, United States
Charles Machann's Contact Details

Charles Machann work email

Charles Machann personal email

n/a
About Charles Machann

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.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to retirement, college funding, managing costs for extended periods of care and lifetime income strategies.Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Omega Wealth Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Omega Wealth Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.2600 Network Blvd Suite 130 Frisco, TX 75034.(281)734-7619www.omegawealth.com

Charles Machann's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

View
Agent
Texas, United States
Charles Machann Work Experience Details
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company
    Texas, United States
  • Omega Wealth Group Llc
    President
    Omega Wealth Group Llc Aug 2023 - Present
    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.
  • Eagle Strategies, Llc
    Financial Advisor
    Eagle Strategies, Llc Nov 2022 - Present
    I am a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser.Through my affiliation with Eagle Strategies, LLC, I provide sophisticated wealth management services by designing customized investment solutions that address my clients' unique investment objectives and risk tolerance levels. Eagle Strategies provides access to leading asset managers through its investment advisory programs. Before an asset manager is added to Eagle's platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle's stringent investment criteria. Additionally its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.2600 Network DriveFrisco, TX 75034(281)734-7619Eagle Strategies LLC is a New York Life Company.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Sep 2019 - Present
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency and New York Life Company.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Nov 2022 - Present
    New York, New York, Us
    Agent licensed to sell insurance through New York Life Insurance Company
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Apr 2021 - Nov 2022
    New York, New York, Us
  • New York Life Insurance Company
    Associate Partner
    New York Life Insurance Company Oct 2020 - Mar 2021
    New York, New York, Us
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jul 2019 - Oct 2020
    New York, New York, Us
  • Dzynr
    Business Owner
    Dzynr Oct 2018 - Present
    Founding owner of an e-commerce business that researches, produces, and markets a multitude of products on various web-based retail platforms.
  • Tigerflow Systems, Llc.
    Chief Of Project Management
    Tigerflow Systems, Llc. Aug 2016 - May 2019
    Dallas, Tx, Us
  • Schneider Electric
    Project Manager
    Schneider Electric May 2014 - Jul 2016
    Rueil Malmaison, Paris, Fr
  • Schneider Electric
    Systems Sales Engineer
    Schneider Electric May 2013 - May 2014
    Rueil Malmaison, Paris, Fr
    Design and implement front-end engineering solutions for PZC/e-House applications and work closely with the Sales and Marketing teams up front to enhance the offers in the Oil & Gas, and Mining, Minerals, & Metals industries.
  • The Reynolds And Reynolds Company
    Computer Technician
    The Reynolds And Reynolds Company Nov 2011 - Aug 2012
    Dayton, Oh, Us
    Diagnosed and repaired malfunctioning computers with varying software and hardware issues. Quality Assurance Manager for Dell.

Charles Machann Education Details

  • Texas A&M University
    Texas A&M University
    Manufacturing And Mechanical Engineering Technology

Frequently Asked Questions about Charles Machann

What company does Charles Machann work for?

Charles Machann works for New York Life Insurance Company

What is Charles Machann's role at the current company?

Charles Machann's current role is Agent.

What is Charles Machann's email address?

Charles Machann's email address is ch****@****ric.com

What schools did Charles Machann attend?

Charles Machann attended Texas A&m University.

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