OMRI AMIT

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Omri Amit is a financial consultant based in New York, New York, affiliated with Oppenheimer. He offers a range of services including investment management and insurance strategies, tailored to align with each client's unique goals and values. Omri employs a comprehensive discovery process to understand the specific financial situations, time horizons, and risk tolerances of his clients. He specializes in serving high net worth individuals, families, corporate executives, and businesses, focusing on both asset growth and protection.

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