Omega Planning
 
Phone: 631-689-5900
Fax: 631-689-5930

Address:  100-31 South Jersey Avenue Suite 31 , East Setauket, NY, 11733

Welcome to Omega Planning Associates

The time has come to reorganize your financial life. Everyone today needs a fresh perspective on their old financial picture. Many people have questions about what direction their financial future should be taking, but don't know where to turn for answers.

Omega Planning Associates is the place to turn for all your financial needs. The owner, Steven Pagartanis LUTCF,RIA can offer you his 21 years experience to help you build a solid financial foundation for now and in the future. He offers you the personalized service and expertise to grow your wealth without any additional expense to you.

His unique and proven financial engineering system can help you find money in places you never would think possible. He demonstrates an ongoing commitment to do what's best for his clients. For this reason, and many others, he has been named top advisor in 2005, 2006, 2007, 2008 and 2009 from his broker/dealer. He also serves on the Board of Directors of the World Adhesion Foundation.

Testimonials/Credentials

  • Thank Heaven's, a planner that really produces and advances your portfolio. Do you know how good that really feels? I do! I have found the MAN, and the staff, that actually put a smile on my face. George Stenz Port Jefferson

  • When you meet Steven of Omega Planning Associates, you have met a professional who is capable of relating to you. As a client, it has been time well spent in pursuit of my goals. Lance Kindberg Prestige Professional Chef

  • Omega Planning stands for integrity, honesty and achieving the most return on our investment. Steven made us feel comfortable and has always dealt with us in a professional manner. Tom DeCabia President TSD Marketing

    • Find out more about Omega Planning by clicking the icons below

    Annuities, Business, Retirement and Estate Planning, Disability, Life and Long Term Care Insurance, College Funding/Financial Aid, 403(b) Advisory Service and Investment Services, Will Trust Analysis, Real Estate Investment Tools
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