The Credit Union Advisory Group at UBS - UBS Financial Services Inc.

At OMEGA CAPITAL MANAGEMENT, we to help our clients identify their investment and financial aspirations, develop and create a prudent strategy, and assist them in implementing and monitoring this strategy. We believe it is our duty to offer our clients the highest level of customer service available. We believe that our job is to not only make investment and financial recommendations and to implement them, but to educate our clients about the decision-making process and the logic behind our recommendations and our strategy. We are not looking to replace our clients' present accountant or attorney. We provide you with professional investment and financial planning services to complement your other professional advisors.

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0C47614

We have over 30 years of insurance and risk management experience. We provide all types of insurance products and risk management consulting all from within our organization - so you can get the right blend of protection for your company...