|
One of the goals of Oneida Consulting, LLC is to assist Native Americans in achieving financial independence for many generations. Financial independence starts with financial literacy. Finding the right professionals to help you achieve financial literacy and your financial goals can be very intimidating. At Oneida Consulting, LLC we eliminate your fears by working with you to find the right professionals. We have the knowledge, experience, and ability to meet and solve your complicated needs. We are committed to building a relationship that benefits your future.
|
We are not investment managers or investment consultants
- rather we help you manage your accountants, stock brokers, attorneys,
investment managers, insurance agents, real estate specialists and
others. With your approval, we become involved in the implementation and
oversight of your financial plan. Our role is to coordinate a broad range
of integrated financial services, including investment oversight, trust
administration, tax and estate planning, accounting, property management, bill
paying and insurance administration. We provide the tools needed for you to
evaluate the performance of your outside advisors and to measure progress
toward your financial goals.
|
|
For over 15 years, we have provided financial management and investment
oversight that looks beyond commonplace solutions. With the objective of protecting
and increasing your wealth, we consider your individual situation and
challenges and offer individualized planning.
|
| |
|
Contact Stacy Sullivan
|
|
|
