Joe Capone and OmniMed Financial & Insurance provide comprehensive insurance and financial services to physicians, dentists, other healthcare professionals. Through the financial process, OmniMed assists clients with all things financial in an effort to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has decades of experience in every dimension of financial services. Working in close collaboration with our clients and their legal and accounting services, OmniMed Financial & Insurance provides the protection and planning strategies necessary to help build and preserve wealth.
We understand that there are various financial strategies that are specifically designed and implemented for healthcare professionals. We have found that it is only through specializing in working with physicians, dentists, and other healthcare professionals, that we are able to keep clients up to date with the many changing facets of healthcare.
Joe Capone is a dedicated advisor who works with individuals, families and business owners to help them purposefully build and protect their wealth. Joe Capone utilizes a process which integrates a wide range of financial strategies that organizes his clients’ financial world, integrating individual strategies into a consolidated, comprehensive plan. This process ensures that planning is completed with the goal of maximizing wealth and with the ultimate purpose of helping clients realize their goals, hopes and dreams.
He currently resides in Marshfield, Massachusetts with his wife Lori and his two children.
Joe Capone is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 81 Tilden Road, Suite 310, Marshfield, MA 02050. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor, 781-264-1234. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. OmniMed Financial & Insurance is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA and SIPC
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Registered Representative and a Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. OmniMed Financial & Insurance is not an affiliate or subsidiary of PAS. Life/Disability/Long Term Care insurance offered through OmniMed Financial & Insurance. OmniMed Financial is not licensed to sell insurance. Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC.
© Copyright 2005-2016, The Guardian Life Insurance Company of America.
Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
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