OJM Group

"I met OJM Group during residency training. They have provide me excellent advice in all areas of insurance. They initially helped me with my individual disability insurance and established a great policy with excellent coverage and reasonable premiums. They continued to provided support on increasing my disability insurance over the years. As my insurance needs increased I have relied on OJM Group to implement life insurance and various other types of insurances. They are very professional and responsive."

"I've been a client of OJM Group since 2010. Their expertise in areas that I know little about or have little time to research is greatly appreciated! Communication and accessibility are major advantages when compared to other management services that my colleagues use. They are very accessible when I need them and feel confident that I will be able to rely on them well past my life in retirement- once that happens."

"I retired two years ago and started my relationship with OJM at that time. They have been great to work with. I feel much better having another financial advisor to help me look after my investments. I wish I would have known about OJM early in my career. I would highly recommend OJM without reservation."

"I have been working with the OJM group for several years now. I find their team to be very professional. They are experts in their respective fields and provide a team approach to wealth management, insurance coverage, as well as asset protection. When I have any questions or concerns they are open and approachable. They find time each year to travel for an in person meeting to review our entire portfolio. They look out for the bottom line and often recommend products with less fees. I rest easy every night knowing OJM has helped me to protect my family and plan for retirement. I highly recommend them to others and have referred several of my friends. Derek"

"I've been with the OJM group for about 8 years. They have been very good about advising me on financial planning and asset protection for my family and business. Furthermore, they have successfully managed my portfolio so that I was able to have extra spending money when I needed it while still protecting and growing my retirement assets. I would have signed up with them a long time ago, but wasn't able to until I became a solo practitioner. Harold L. Kent, M.D., FACS"