The Omell Financial Group accommodates Professional Corporation’s dynamic needs with comprehensive planning and over 75 years of combined experience. We assist Doctors, Dentists, Allied Health Professionals, Lawyers, Accountants, and Engineers in unlocking the most value from their Professional Corporations.
Our best work has been done with clients over 40 years old, and with investable assets exceeding one million dollars. We understand these professions take a lot of your personal time and energy. We take care of the corporation’s needs, freeing up your time and energy which allows you to focus on what matters most, your clients and their needs.
"I met Penny & Ron Omell over 10 years ago, as they were the financial advisors to my husband when we married. I always appreciated their approach to discussing current life situations, personal financial goals and then investment strategies.
Although my marriage ended, my relationship with Penny did not. Once I was back on my "financial feet" (over three years without contact) I specifically sought her out and retained her services once again; such was my trust in her abilities and approach to my finances.
I am certain my assets and funds are in the lower bracket of the portfolio's they handle, but you would never know it by the exceptional service. Phone calls are returned immediately, all my questions are answered in a manner which I understand, and I am confident their investment skills will help me weather the current storm of market uncertainty.
I have referred the Omell team to many friends and colleagues, and I will continue to do so".
~ Valued Client
