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Odyssey Financial Group

EST. AUM
$420,889,484

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Firm Details

Metro area Buffalo
CRD Number
Website odysseyfingroup.com
Client types

Overview

Odyssey Financial Group is an independent financial planning and wealth management firm headquartered in Amherst, New York. The firm provides retirement planning, investment management, wealth management, insurance strategies, and financial planning services to individuals, families, professionals, and business owners. Its advisory approach emphasizes personalized financial strategies based on each client's goals, risk tolerance, and long-term objectives. The firm follows a relationship-based planning process and offers ongoing guidance throughout clients' financial lives. Services are designed to integrate retirement, investment, and wealth preservation strategies into a comprehensive financial plan.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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