Product and Services

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