Happy 4th! Wishing everyone a safe and fun holiday weekend!
OM Financial Group
Financial Services
Boston, Massachusetts 789 followers
Specialists in credit union and non-profit executive benefit plans
About us
OM Financial Group is an independent, multi-faceted financial services company that specializes in helping credit unions and non-profits offer competitive and cost-effective executive benefit plans. Our Supplemental Executive Retirement Plans (SERPs) help organizations recruit, retain and reward the best talent in the industry while protecting their investments. Successfully recruiting and retaining quality executives is vital to any organization's long-term stability, profitability, and succession planning. By offering executives benefit packages that allow them to generate substantial tax-preferred retirement distributions, organizations can accomplish all three of these goals in a cost-effective and mutually beneficial manner. At OM, we pride ourselves on our experience and ability to remain flexible, thereby allowing you to offer a variety of executive benefit plans that can attract talent while also positively impacting financial metrics. Each program designed by OM is customized to fit your organization’s specific needs and can include a number of different product options, as well as evaluating anything that is already in place. We will work with you to find the best fit. With OM on your side, you gain a partner with years of insurance and retirement funding experience. We are committed to helping your organization grow stronger and more financially secure.
- Website
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http://www.om-financial.com
External link for OM Financial Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1999
Locations
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Primary
280 Congress St
Boston, Massachusetts 02210, US
Employees at OM Financial Group
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Al Santosuosso
Senior Partner & Financial Advisor. CFP®, CFBS, CEPA
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Nidhi Jain
Assistant Manager at Om Financial Group
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Kiros Tesfabruke
Financial advisor at Infinity
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Gabriella C.
Experienced financial Client Service Associate | Assisting financial professionals maintain and build client relationships.
Updates
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OM Financial Group reposted this
The National Credit Union Administration commemorated today the 90th anniversary of the signing of the Federal Credit Union Act of 1934 into law by President Franklin Delano Roosevelt, which authorized the formation of federally chartered credit unions in all states: https://lnkd.in/e6C-Gh7a #creditunions #finance #money
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OM Financial Group reposted this
#DYK in 1916, President Woodrow Wilson issued a proclamation that officially established June 14 as Flag Day? The holiday commemorates the date in 1777 when the United States approved the design for its first national flag. Happy #FlagDay! 🇺🇸
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We're thrilled to be back in Portland for the Maine Credit Union League Elevate 2024 Annual Convention! Maine is a special place for OM, because that's where our business started with our first client -- this year is extra special, because we'll be celebrating our 25th Anniversary! Make sure to stop by booth #23, we'll be giving out some sweet treats to celebrate.
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OM Financial Group reposted this
🌎 Happy Earth Day! Credit unions protect their communities every day. Learn more about Earth Day events, activities, and what you can do to protect and invest in our planet here: https://hubs.li/Q02sbBgW0
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We're getting close! Counting down the days to America's Credit Unions GAC! Let us know if you’re going to be there, we’d love to see you! #GAC2024
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