Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
Our Approach
We strive to build long-lasting relationships with our clients, offering education and guidance.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Message from Kathie Okun
At OFG, we take pride in serving our clients by taking the time to know them and by taking the worry away from them. We want our clients to live a fulfilled life and one that comes from feeling financially independent. Our process allows them to achieve a sense of security by following a plan while knowing we are behind them each step of the way.