Alpha & Omega Financial Management Consultants

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 pen-​writing company that takes so long. But their pen-​writing company, PenChecks is located at the same address in the same office. When I mentioned this on the fifth call, the representative refused to talk to me anymore.
Also, the paperwork that the company issues to release the retirement funds, tries to get you to sign an agreement to waive 20% of your retirement for ‘processing’ the check. I am consolidating three past retirement accounts, and this is the only company that requires a fee for issuing a check. 20% is ridiculous!

If there was an option to leave ZERO stars I would. Currently they are taking 60 days to send me $ 400 on a closed account. The money is not even invested but yet they are charging me monthly for them to take 30 – 60 days to send me my money. The lady who I spoke to is very rude. Here name is Sydney Frank. Her EXCUSE was they have to verify i am the correct person even though i sent in supporting documentation to validate I am who I said I am. Overall take your money somewhere else.

If you ever have to deal with this company document everything. They are thieves. They were put in charge of my money that had been managed by a former employer. When my employer sold his business Alpha & Omega took charge of my money. They never contacted me. They took over half of my money for fees over the course of three years. When I finally got in touch with them to transfer the money, they told me that I had been sent a 1099 for each of the prior three years. I never received one. They lie. They are in the business of stealing money. I really don’t know how it can be legal. I’m sure they have found some loophole to jump through in order to do it. I will make it my quest though that they be held accountable. God help you if you have to speak to the Vice President, Stella (#2 thief behind owner) she will berate you and justify all their actions. I don’t know how the people who work there sleep at night knowing that they are stealing money from people. They are thieves!