Omni 360 Retirement Consulting

Omni 360 Retirement Consulting provides employer retirement plan services specializing in dental and other small businesses. We provide the high-level service that you need without the high fees that eat away at your retirement nest-egg. Working with our sister company Jonathan W. White CPA, PLLC we can provide a more holistic, all-encompassing service than other providers and take more off your plate so that you can concentrate on your business. Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Omni 360 Retirement Consulting and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Omni 360 Retirement Consulting unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.

Website

www.accelerateretirement.com

External link for Omni 360 Retirement Consulting

Industry

Financial Services

Company size

2-10 employees

Headquarters

Matthews, North Carolina

Type

Partnership

Founded

2020

Specialties

401k, Investments, Consulting, Advisory, Cash Balance, and Actuarial