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OM Financial Group logo — Specialists in credit union and non-profit executive benefit...

OM Financial Group

Specialists in credit union and non-profit executive benefit plans

Founded 1999 United States Boston, United States 15 employees Finance, Financial Services

General Information

Company Name OM Financial Group
Founded Year 1999
Location United States Boston, United States +1
Employees 15
Industries Finance, Financial Services
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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 top industry talent, while safeguarding their investments. By providing executives with benefit packages enabling substantial tax-preferred retirement distributions, OM helps organizations achieve long-term stability, profitability, and succession planning. The company's flexibility in designing customized programs tailored to specific organizational needs sets it apart, with a focus on evaluating existing plans and offering a variety of product options. With years of experience in insurance and retirement funding, OM Financial Group positions itself as a valuable partner committed to strengthening the financial security and growth of client organizations.

Taxonomy: Executive Benefit Plans, Retirement Funding, Tax-Preferred Distributions, Talent Recruitment, Non-Profit Organizations, Succession Planning, Financial Security

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OM Financial Group Alternatives & Competitors

OM Financial Group vs
Quintes | Securing Retirement Outcomes
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OM Financial Group vs
Fidato Wealth
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OM Financial Group vs
AFS 401(k) Retirement Services, A HUB International Company
AFS 401(k) Retirement Services, A HUB International Company United States

We help make complex retirement plans simple.

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Financial Services, Human Resources

FAQ About OM Financial Group

Specialists in credit union and non-profit executive benefit plans
OM Financial Group was founded in 1999.
OM Financial Group is headquartered in Boston, United States.
OM Financial Group operates in the following industries: Finance, Financial Services.
OM Financial Group has approximately 15 employees.
Top alternatives and competitors to OM Financial Group include Quintes | Securing Retirement Outcomes, Fidato Wealth, AFS 401(k) Retirement Services, A HUB International Company, A Better Way Financial, EFS Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OM Financial Group and Quintes | Securing Retirement Outcomes are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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