OJM GROUP, LLC
CINCINNATI, OH

OJM Group, LLC is a dedicated financial advisory firm committed to enhancing the quality of life for its clients by alleviating financial concerns and aiding in wealth building and preservation. Founded on March 18, 2010, and incorporated under Florida's business regulations with a Filed Number of M10000001263, OJM Group operates from offices located in Arizona, Florida, New York, and Ohio. The firm maintains a broad client base nationwide, facilitated by their extensive network. OJM places a strong emphasis on customized financial planning, aiming to assist clients in achieving their wealth-building goals while minimizing tax liabilities. They offer clients an online risk tolerance quiz available at no cost to refine investment strategies aligned with individual preferences and risk thresholds. The firm prides itself on its team-oriented approach involving key members such as Jason O'Dell, Carole C Foos, and David Mandell, who collectively strive to uphold the company's mission. Clients are encouraged to reach out via phone at (877) 656-4362 or (866) 913-4911 or visit their website at ojmgroup.com for consultations, information on services, or inquiries about their publications. OJM Group's transparency and commitment to its clients' financial well-being are underscored by regular updates including the last official event reported on November 16, 2022. Additionally, their most recent annual report was filed on February 21, 2024, indicating compliance with ongoing administrative responsibilities.