financial planning setauket, ny
college funding

Become Financial Aid Friendly!


are you getting all the financial aid you need/

We can help you to file for FAFSA or fill out your CSS Profile, today! Each year, the office of Federal Student Aid offers more than $150 billion to help students pay for their higher education, and the team at Omega Planning can help to make sure you get the maximum award possible. 

The FAFSA form is a cumbersome application that takes several hours to complete. Using our services is similar to hiring an accountant. We are experts in obtaining financial aid for Prep School, College and Graduate School. Our FAFSA preparers can help ensure that your application is both accurate and "financial aid friendly." More than 21 million FAFSA applications are submitted every year, and ensuring that your application is accurate is key to getting the Student Aid you need.

Have you already applied and been rejected, or received less than you feel you are eligible for? 

We can help you: 

  • file an appeal 
  • review your application 
  • find costly errors that can reduce the amount of your award. 
  • Fill out and submit your CSS Profile

Best of all, if you do not qualify for a FAFSA award, we will refund half your fee, unless other arrangements are made prior to commencement of services.

fafsa awards
Conveniently located in Setauket, NY:

100 N. Country Road, Suite 1, Setauket, NY 11733.

Steven Pagartanis has appeared on Channel 12 News L.I. Talks regarding College Funding/Financial Aid

FAFSA applications
COLLEGE FUNDING -It's never too early to build a solid college fund that fits your budget and financial plan. Let us balance your assets for your future with retirement along with providing for your children's education.

college planning
For Your Free Evaluation. 


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