Jeffrey D. Omansky,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Omansky, CFP®

President

400 Hunnewell St, Ste 1
Needham Heights, MA 02494-1300
(339) 225-4004

General

Jeffrey Omansky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Needham Heights, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources