Paul Daly, Series 65, Life And Health Licensed
President & Owner
Paul has been in this industry for almost 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and an Investment Advisor Representative (Series 65 Securities License). Paul earned a Bachelor’s degree from Western Illinois University with a Major in Economics and a Minor in Marketing.
PAUL DALY’S EXPERIENCE
- Financial Advisor/President – OMH Partner Group, Inc.
- OMH Partner Group specializes in protecting, managing, and educating our clients in the investment process. Paul believes that the only way to survive in today’s financial world is to have a clear and concise plan. He utilizes The New Generation Retirement Planning Model with all of his clients. Paul teaches this model at various locations across the Chicago Land area. His specialties include: Tactically Managed Investments, Income Planning, Social Security Planning, 401(k) Rollovers, IRA Transfers, and is an expert in Fixed Indexed, Fixed, and Variable Annuities and how they fit into a portfolio.
- Paul is an instructor for several financial education courses
- OMH Partner Group also has strategic relationships with top estate planning attorneys for trusts and expert tax planners.
Paul is a lifelong resident of DuPage County and currently resides in Winfield, IL. He has been married to his wife, Patty, for over 20 years and has three beautiful children. He enjoys sports and music and is an active member of his Church.