OM Financial Group Alternatives & Competitors
11 companies similar to OM Financial Group — Specialists in credit union and non-profit executive benefit plans
Companies similar to OM Financial Group
The Sheeter Group
Executive Benefit Plans to Recruit, Retain and Reward
Winter Garden, United Sta...
G&S Accountancy
We are committed to helping small businesses and non-profit organizations achieve long-ter...
Rancho Cucamonga, United...
Capital Wealth Planning, LLC
CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in proprietary e...
Naples, United States
ADMIN Partners, LLC.
The Knowledge You Need. The Compliance You Require. The Service You Desire.
Cherry Hill, United State...
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Braun-Bostich & Associates, Inc.
When your goals are meaningful and your wealth has purpose, you can truly live with intent...
Canonsburg, United States
CapAcuity
A change in perspective changes everything.
Lake Mary, United States
Caissa Wealth Strategies
Fiercely devoted to your financial prosperity.
Bloomington, United State...
TAVAS LLC
We are a full-service valuation, accounting, advisory, and tax services firm, serving clie...
Las Vegas, United States
Sebold Capital Management, Inc.
Fee-only wealth management firm providing family office level planning and service to high...
Lisle, United States
Kirsch CPA Group
Helping Privately-Owned Businesses Grow and Thrive
Hamilton, United States
About OM Financial Group
OM Financial Group is an independent financial services company founded in 1999, specializing in offering competitive and cost-effective executive benefit plans for credit unions and non-profits. The company's Supplemental Executive Retirement Plans (SERPs) aim to facilitate the recruitment, retention, and rewarding of...
Executive Benefit Plans, Retirement Funding, Tax-Preferred Distributions, Talent Recruitment, Non-Profit Organizations, Succession Planning, Financial Security
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Compiled from the BounceWatch company index. We last looked at OM Financial Group on 21 Nov 2024. The 11 companies listed here were last checked between 12 Sep 2024 and 3 Apr 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
