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Omega Investment Management

Omega Investment Management Email Formats

Financial ServicesFlag of USContra Costa Centre, California, United States1-10 Employees

Omega Investment Management Email Formats

Omega Investment Management uses 1 email format. The most common is {2char} (e.g., {2char}@omegainvestmentmanagement.com), used 100% of the time.

FormatExamplePercentage
{2char}
{2char}@omegainvestmentmanagement.com
100%

Key Contact at Omega Investment Management

Flag of US

Cindy Eklund

Managing Director - Client Services

Company overview

Headquarters1255 Treat Blvd, Suite #300, Walnut Creek, CA 94597, US
Website
NAICS52
Keywords
Financial Advisor, Wealth Management, Financial Consulting, Retirement Planning, 401K/403B
Founded2009
Employees1-10
Socials

About Omega Investment Management

OMEGA Investment Management offers fair and objective retirement planning counsel to clients. OMEGA is dedicated to providing comprehensive services with unbiased solutions in a simple, process-oriented approach. Because we are independent, we are not beholden to any singular program or provider. Our job is simply to find the best solutions for you. We pride ourselves on our integrity, experience, and industry knowledge. We offer not only oversight of client assets by OMEGA personnel but two additional firms provide compliance review and resources. 401k/403b Consulting Omega Investment Management is dedicated to Providing comprehensive retirement planning services and solutions in a simple, process-oriented approach. Wealth Management Services Omega Investment Management provides a comprehensive suite of wealth planning services for families, individual investors, and business owners. Cooper McManus: Assets under administration of nearly $360 million. More than 65 advisors and employees. Securities America: Assets under management of nearly $55 billion. More than 2,100 advisors and employees. Cooper McManus is a SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. (www.finra.org) SIPC (www.sipc.org) Kathy Steinbrecher, Representative. Cooper McManus, Omega Investment Management and Securities America are not affiliated. California Insurance License # 0G03380 Licenses: 7, 63, 66 Securities Licensed in: CA, NJ

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Omega Investment Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Omega Investment Management has never raised funding before.

Frequently asked questions

Omega Investment Management is located in Contra Costa Centre, California, US.
Omega Investment Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Omega Investment Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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