Omega Wealth Management

Finance · 11-50 Employees

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Overview

Phone Number

(908) 532-0050

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Omega Wealth Management

I was born, raised and lived all of my life in New Jersey. I share a deep affinity with the community and its residents, and am excited to offer invaluable financial services to each and every one. I've been providing thoughtful, insightful financial guidance since 1990. After graduating from Rutgers University with a Bachelor of Science degree in Accounting, I began my career as an accountant with a CPA firm. After earning the Certified Public Accountant designation, I established my own firm, Omega Wealth Management. My practice provides diversified financial service solutions. I specialize in wealth management, retirement and educational planning, personal tax preparation and insurance. Please let us know how we can serve you. Financial and Economic Brief - May 1, 2021 Top Combined Capital Gains Tax Rates Would Average 48% Under Bidens Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920s. Crypto Currency is Reaching a MaiRead more
Popular SearchesOmega Wealth ManagementSitequest TechnologiesStef PapoutsoglouStef Papoutsoglou, CPASIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Omega Wealth Management

<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
2005
LB
Leonard BrooksInvestment Advisor & Representative
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
2006
AW
Amanda WilhelmDirector, Tax
<$5M
1-10
Private
-
1981
JN
John NielsenCertified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Omega Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Omega Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Omega Wealth Management.

Omega Wealth Management Tech Stack

A closer look at the technologies used by Omega Wealth Management

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Frequently Asked Questions Regarding Omega Wealth Management

What is Omega Wealth Management's official website?
Omega Wealth Management's official website is www.stefonline.com
What is Omega Wealth Management's Revenue?
Omega Wealth Management's revenue is <$5 Million
What is Omega Wealth Management's SIC code?
Omega Wealth Management's SIC: 62,628
What is Omega Wealth Management's NAICS code?
Omega Wealth Management's NAICS: 52,523
How many employees does Omega Wealth Management have?
Omega Wealth Management has 11-50 employees
What industry does Omega Wealth Management belong to?
Omega Wealth Management is in the industry of: Finance, Securities Trading
What is Omega Wealth Management competition?
Omega Wealth Management top competitors include: Nastali Financial Services, Sopher Financial Group, Brooks Financial, Retirement Planning Associates
What technology does Omega Wealth Management use?
Some of the popular technologies that Omega Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Omega Wealth Management?
Omega Wealth Management contact info: Phone number: (908) 532-0050 Website: www.stefonline.com
What does Omega Wealth Management do?

I was born, raised and lived all of my life in New Jersey. I share a deep affinity with the community and its residents, and am excited to offer invaluable financial services to each and every one. I've been providing thoughtful, insightful financial guidance since 1990. After graduating from Rutgers University with a Bachelor of Science degree in... Accounting, I began my career as an accountant with a CPA firm. After earning the Certified Public Accountant designation, I established my own firm, Omega Wealth Management. My practice provides diversified financial service solutions. I specialize in wealth management, retirement and educational planning, personal tax preparation and insurance. Please let us know how we can serve you. Financial and Economic Brief - May 1, 2021 Top Combined Capital Gains Tax Rates Would Average 48% Under Bidens Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920s. Crypto Currency is Reaching a Mainstream Audience For those considering investing or buying Crypto Currencies there is a bit of a learning curve involved in making such a decision. Mortgage Rates and Home Purchases Continue to Fluctuate - Over the past few weeks demand for new housing and new mortgages has shown a slight decline. Financial and Economic Brief - April 1, 2021 What You Need to Know About the New American Rescue Plan Act - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden. Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy Pundits have observed that many of Americas infrastructures are in serious need of repair/replacement. What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market. Financial and Economic Brief - March 1, 2021 The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides ...Read More

Is Omega Wealth Management a public company?
Omega Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Omega Wealth Management

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