O.M. Financial is a multi-faceted financial services company with offices in Massachusetts, Rhode Island, and New York. 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 OM Financial Group, 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.
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.
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. Products and services offered are: NOT A CREDIT UNION DEPOSIT • NOT NCUA INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE CREDIT UNION • MAY GO DOWN IN VALUE.