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OM Financial Group


  • Category:
  • 457(f) Design, Consulting, Executive Benefits, Retention & Retirement, Serp Design
OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives and employees.

OM pioneered Collateral Assignment Split Dollar (CASD) SERP programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. Our plans help credit unions recruit, reward and retain the best talent in the industry while protecting their investments.

We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they can make informed financial decisions that are in the best interest of their credit union for years to come. http://www.om-financial.com

Contact Information

  • Contact Name
  • Emily Barrows
  • Contact Title
  • Director of Client Services
  • Contact Phone
  • (617) 526-8243
  • Location
  • 101 Federal Street Suite 800,
    Boston, Massachusetts, United States 02110