Alpha & Omega Financial Management Consultants

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8580 La Mesa Blvd
La Mesa, CA 91942
+1 (619) 462-7812
https://aobenefits.com

Alpha & Omega Financial Management Consultants is a retirement plan design consulting firm based in La Mesa, CA. They specialize in providing expert benefit plan design and consulting services for small to mid-size employers, helping them implement and administer total compensation and deferred compensation programs.

With a focus on personalized service and proven investing options, Alpha & Omega offers retirement investment advisory services that can be trusted. Their clients have access to highly sophisticated investment products, regardless of their income level, and their long-term investing approach is designed to protect and grow retirement funds while avoiding high-risk strategies.

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1.513 reviews
C E.
11/10/2015

While I have not yet received my retirement payout, I can say that upon calling, within minutes I was able to speak to a live person. Said live person was both polite and patient, despite my being...

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Bonnie C.
3/26/2025

Well, well, well while filing a complaint against Penchecks company regarding them refusing to release my 401(k) funds they obtained through a former employer of mine, I stumbled on this...another...

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X0x0x ..
1/14/2022

If i could this ira company no stars for customer service they deserve it. It is amazing how you can be told you can do rollover with 'forms' by customer service but be contradicted the next...

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Jennifer C.
12/22/2019

Kristina from PenChecks was amazing. She went the extra mile to help create the documents my new 401K was requiring in order to transfer my money. I really felt taken care of and appreciate the...

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Will M.
4/9/2015

I cannot get this company to release my retirement. It has been over two months since I filled out and submitted the paperwork. I've called numerous times and I get excuses like it is our...

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