Ojm Group

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Description

  • People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal helping our clients build and preserve their wealth, while reducing taxes.We encourage you to learn more about us, connect with our firm partners here on LinkedIn, or any of our team. Our Consulting divisions Firm Commitment, along with our Investment Planning divisions client-focused business model, and our Insurance and Benefits Planning teams experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day.Offices in Arizona, Florida, New York, and OhioDISCLOSURE:OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
  • location

    Headquarters:8044 Montgomery Road Suite 440, Cincinnati, Ohio, United States

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  • Ojm Group phone

    Phone Number: +1 877-656-4362

  • Ojm Group website

    Website: https://www.ojmgroup.com

  • Ojm Group employees

    Employees:21

  • Ojm Group revenue

    Revenue:$1 - 10M

  • Ojm Group legal name

    Legal Name:Ojm Group

  • Ojm Group's Social Media

    Ojm Group linkedin Ojm Group facebook Ojm Group twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Financial Officer And Tax Consultant for Ojm Group

Carole Foos

Chief Financial Officer And Tax Consultant

Person level website visitor identification

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View Employees

Carole Foos

Chief Financial Officer And Tax Consultant

Michael Lewellen

Director Of Financial Planning

Bob Peelman

Director Of Wealth Management

Nizam Shaikh

Manager

Frequently Asked Questions regarding Ojm Group

  • Where are Ojm Group's Headquarters?

    Ojm Group's Headquarters are in 8044 Montgomery Road Suite 440,Cincinnati,Ohio,United States

  • What is Ojm Group's phone number?

    Ojm Group's phone number is +1 877-656-4362

  • What is Ojm Group's official website?

    Ojm Group's official website is https://www.ojmgroup.com

  • What is Ojm Group's Revenue?

    Ojm Group's revenue is $1 - 10M

  • What is Ojm Group's NAICS code?

    Ojm Group's NAICS code is 523930

  • How many employees are working in Ojm Group

    Ojm Group has 21 employees

  • What is Ojm Group's Industry?

    Ojm Group is in the industry of Financial Services

  • Who is Ojm Group's Chief Financial Officer And Tax Consultant?

    Ojm Group's Chief Financial Officer And Tax Consultant is Carole Foos

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