Omega Pensions, Inc

Since 1985, Omega Pensions, Inc., an independent consulting, administrative, and wealth management firm, has provided business owners, managers, and their advisors with professional guidance in the design, implementation, and administration of qualified retirement programs, as well as tax deferral and shelter strategies. Clients benefit from a comprehensive examination of tax-sheltered plans, and once the optimal plan(s) are selected, Omega manages the entire installation process in collaboration with the client’s CPA, attorney, and employees. Clients receive turn-key solutions supported by professional program maintenance, including actuarial valuations, preparation of government forms and employee benefit statements, proactive compliance, ongoing consultation, and detailed annual reviews. In addition to retirement plan services, Omega Pensions, Inc. offers wealth management services tailored to clients’ specific financial goals, providing personalized investment strategies and ongoing financial planning. Omega is dedicated to delivering 100% of its efforts toward compliance, administration, investment management, participant education, wealth management, and overall plan sponsor service. *Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 | 1-800-765-5201. Omega Pensions, Inc. and Omega Investment Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. *Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual.

网站

https://www.omegapensions.com

Omega Pensions, Inc的外部链接

所属行业

金融服务

规模

2-10 人

总部

Cleveland，Ohio

类型

私人持股

创立

1985