What We Do
OCN Group secures brighter financial futures for companies, individuals, and families. Our commitment to doing the right thing by our clients has not changed over the years, and we still strive to retain a small-firm feel with close personal service, even though we have grown in size, stature, and market experience from our earliest days.
OCN Group uses sophisticated planning tools and our vast collective knowledge to provide a holistic financial and wealth planning experience for clients big and small. By understanding the big picture, we can address all areas of need.
A Collaborative Approach
Working closely with our clients helps us gain a better understanding of who you are, where you are now, and what it is you are striving to achieve for the future. Regular communication helps us keep on the right track.
Getting to know each other much better is helped by having a dedicated and committed account manager assigned as your main point of contact. Their job is solely to guide you along the path to achieving your financial goals, respecting your risk tolerances and other personal preferences.
Senior Management Team
All aspects of our business, policies, direction, and strategy are driven from the front by our senior management team below: