OM Financial Group

Company Overview

OM Financial Group is an independent financial services company with offices located throughout the country. OM specializes in Credit Union Supplemental Executive Retirement Plans that are designed to both reward and retain key executives which helps ensure the success of your credit union for years to come. OM pioneered Collateral Assignment Split Dollar (SERP) programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions.

Services Provided

Executive Retirement Benefits


Bruce D. Smith CFA

101 Federal St. #800
Boston,  MA 02110