Not a Broker…A Fiduciary Advisor Works for You!
With over 25 year of experience, Paul Daly is a Financial Advisor that has a fiduciary responsibility to his clients. This means he has a level of care for his clients in which their best interest must always be at the center of any financial planning strategies with transparency and honesty.
That means that Paul does not answer to some large, faceless company up on Wall Street. There are no sales goals to reach, and he is not forced to sell any one product or service. He is truly and independent advisor that is process driven and not product driven.
That is different from the brokerage and insurance world. Their level of care is not considered a fiduciary relationship, therefore the clients best interest may not always be the main focus.
That is why OMH and Paul Daly should be your trusted advisor.
SERVING WITH EXCELLENCE
We have no hidden agenda. Our intentions are clear. OMH Partner Group has set itself up to provide for the needs of those looking to retire or are in retirement. With an almost endless array of tools at our disposal, we can serve your financial needs. Some of the services we offer, or just call and we can talk to see if we are a good fit for your needs.
- Retirement Planning
- Income Planning
- Social Security Planning
- Legacy Building
- College Financial Aid Planning
- Fixed, Fixed Indexed, and Variable Annuities
- Tactically Managed Investments
- 401K/IRA Direct Transfers
- ROTH IRA Conversions