OmniStar Financial Group

At OmniStar Financial Group, we are dedicated to helping our clients achieve their financial goals and build a lasting legacy. With over three decades of experience, our team of experts has developed a comprehensive approach to wealth management that prioritizes our clients' needs and goals. Our philosophy is simple: We believe that success is not just about achieving financial independence, but also about living a life that is true to oneself.

Our Values

At OmniStar Financial Group, we take pride in our commitment to integrity, expertise, and exceptional service. We are dedicated to building long-term relationships with our clients, based on trust, transparency, and a deep understanding of their financial goals and aspirations. Our team of experts is dedicated to providing personalized service, tailored to each client's unique situation and needs. We believe that every client deserves a personalized approach, and we take the time to understand their financial objectives and concerns.

Our Services

At OmniStar Financial Group, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Wealth Management: Our experienced team of experts will work closely with you to develop a customized wealth management plan, tailored to your individual needs and goals.
• Qualified Retirement Plans: We specialize in helping employers and employees navigate the complexities of qualified retirement plans, ensuring that your employees' retirement savings are secure and on track.
• Second Opinion Solutions: Are you unsure about your financial plan? Our Second Opinion Solutions offer a comprehensive review of your financial wellness plan, providing you with a customized roadmap to achieving your financial goals.

Testimonials

We are proud of the testimonials from our satisfied clients, who have experienced the benefits of partnering with OmniStar Financial Group. Here are just a few of the many stories of success:

• Larry, a retired stockbroker, praises our expertise and personalized service, saying, "I'm so grateful for your involvement in my parents' lives - it's made a world of difference."
• Amanda shares her appreciation for our guidance, "I'm so grateful for your expertise and guidance in helping my mother and sister."
• Matt and Regina appreciate our approach, which is devoid of high-pressure sales tactics and pretentious jargon, saying, "We have changed to an independent financial planner & couldn't be happier or more satisfied. We have annual in-person meetings, our choice. Their technology & communication is awesome."

Our Expertise

Our team of experts has decades of combined experience in the financial industry. We have a deep understanding of the complexities of personal finance and are committed to staying up-to-date on the latest financial trends and regulations. Our expertise includes:

• Financial Planning: We work closely with our clients to develop personalized financial plans, tailored to their individual needs and goals.
• Investment Management: Our experienced team of experts will work closely with you to develop a customized investment strategy, designed to meet your financial objectives and risk tolerance.
• Retirement Planning: We specialize in helping individuals and families plan for a secure retirement, using our expertise in qualified retirement plans and employee benefits.