Welcome to the Okun Financial Group

The Okun Financial Group, Inc. (OFG) is an industry leader in financial solutions for the affluent investor and the successful business owner or executive. We also serve those investors that find themselves suddenly in transition due to the death of a spouse, partner or parent. Investors also need us when faced with divorce, departure from work, planned or otherwise and thinking of retirement soon, or within the near future.
At OFG, we teach our clients how money works. We provide tools that track assets, liabilities, legal documents, insurance details, a budget and more.
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Managing your assets just became a whole lot easier and exciting! Inquire with us about how to modernize your finances.
The financial world changes rapidly, and we stay ahead of