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What We Do

At Odyssey Wealth Services, we have always known that no two clients are exactly alike or share the exact same goals. That is why, when it comes to helping you invest in your financial future, our financial consultants seek to get to know you - your plans, hopes, worries and needs - before attempting to offer a strategy.

Once your unique circumstances and current investments and savings have been thoroughly assessed, our financial consultants will make recommendations designed with the goal to help you increase the likelihood of achieving your objectives.

We want to learn about you and your financial goals, to find out what you want and help to make it happen.

  • Individual Investment Accounts
  • Foundations
  • Corporate Accounts
  • 401(k) and IRA Distribution Options
  • Endowments
  • Retirement Plans
  • College Savings Plans
  • Asset Allocation
  • 403(b), SEP and SIMPLE IRAs
  • Long Term Care
  • Life Insurance and Life Insurance Reviews
  • Annual Portfolio Review

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