long island, east setauket financial planner
omega planning associates
wealth advanced care planning collega funding

Take A Look Into Your Financial Future!

Omega Planning Associates is consistently on the cutting-edge of technology. With our new Wealth In Motion software by Leap Systems you can now take a REAL-TIME look into your finanical future right in our office. This is one of the many benefits that makes working with Omega Planning a unique experience.

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Our Mission is to help seniors maintain a home based life style they are accustomed to by delivering caregiving services. We coordinate the full spectrum of services available in the community to aid our clients in acquiring the best outcome for their well-being. Dedicated and compassionate to our clients, we strive to ensure the highest quality and most cost effective assistance available.

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It's never too early to begin the financial aid process. Families with incomes of up to $100,000 may be eligible for college financial aid. Our client's have received as much as $40,000 per year in grants - money that does not have to be repaid...EVER! We provide free, no obligation consultations...

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100 N. Country Road, Suite 1, Setauket, NY 11733. 
Securities offered through Lombard Securities, Inc. member FINRA/SIPC.