WHO WE ARE

Company Overview

O.M. Financial is an independent, multi-faceted financial services company with offices in Massachusetts, Rhode Island, and Wisconsin. We specialize in helping credit unions and non-profit organizations offer competitive, cost-effective employee benefit programs. With O.M. Financial on your side, you gain a partner with years of insurance and retirement funding experience. We are dedicated to helping your organization grow stronger and more profitable.

Philosophy
At O.M. Financial, we believe a personal, face-to-face approach is the best way to serve our clients. That is the only way, we feel, to build long-lasting, mutually beneficial relationships. We realize that every organization is different and requires customized solutions. That’s why we promise to work closely with you to develop programs that match your unique needs and objectives.

Independence
O.M. Financial is an independent organization not tied to one product provider. This important point allows us to research the marketplace to offer products and programs specific to your distinct funding needs, philosophy, and risk tolerance. Our independence combined with our needs-oriented approach enables us to offer you objective, practical financial guidance.

Commitment
We know how important it is for you to provide your employees with superior benefits. We also know how challenging it can be to fund those benefits. We are committed to providing you with the dedicated service and financial expertise necessary to help you help your employees enjoy long-term financial security.