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Products & Services

Life is full of twists and turns.  A team of skilled advisors can make all the difference in the world. 
At BDM&O Financial Group, we manage more than money.  We offer solutions to our clients’ total financial needs.  Working closely with our clients’ tax and legal advisors, we provide a comprehensive suite of services including investment management, financial planning, insurance, and estate consulting. 
With over 60 years of combined experience, we guide our clients through life’s challenges and triumphs.  After all, the journey through life is adventurous enough.   Wondering where your financial team is leading you should not be part of the excitement.

BDM&O Financial Group offers the following services:

o    Portfolio Management

o    Individual Retirement Planning

o    Corporate Retirement Plans

o    Estate & Insurance Planning

o    College Savings Plans

o    Cash Management

o    Trade Execution



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