Omega Pensions, Inc Email Format

Financial ServicesOhio, United States2-10 Employees

Omega Pensions, Inc. is a financial services firm based in Cleveland, Ohio, offering independent consulting, administrative, and wealth management services since 1985. The company focuses on designing, implementing, and administering qualified retirement programs, along with tax deferral and shelter strategies, for business owners, managers, and their advisors. Its approach emphasizes a comprehensive evaluation of tax-sheltered plans, followed by managing the installation process and ongoing program maintenance in collaboration with clients’ CPAs, attorneys, and employees. In addition to retirement plan services, Omega provides personalized wealth management and ongoing financial planning tailored to each client’s goals, aiming to deliver thorough compliance, administration, investment management, participant education, and sponsor support. The firm operates as a small, specialized independent entity and aligns with a broader ecosystem of securities and advisory services through its affiliations with Valmark entities.

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