Employee Benefit Services Group


Benefit Evaluation & Strategic Planning

    • Review existing plans, compare against trends, and determine future needs
    • Evaluate various plan options and obtain insurance proposals
    • Engage employer to develop creative solutions with a long term strategic plan and timeline
    • Establish Budgetary Control
    • Ensure benefit plan investment aligns with corporate culture
    • Custom Plan Design & Carrier Selection
    • Independent – No Exclusives
    • Relationships – Built On Long Term Honest Professional Practices
    • Client Needs 1 st – Product Services Selection Based on Best Solution for Client
    • Client and Vendor Trust NEVER Compromised

Matthew Newcomb, Financial Planning Expert


      • Business Valuation
      • Succession Planning
      • Qualified Retirement Plans
        • 401 (k)
        • 403 (b)
        • Defined Benefit Plans
      • SIMPLE IRA
      • SEP IRA
      • Executive Bonus Plans
      • Business Continuation

Professional Memberships

Troy Chamber of Commerce LogoO’Meara Sumnar Insurance Agency is a proud member of the Troy Chamber of Commerce