Got your attention? Good. If you're looking for an independent insurance agent who will just sell you a policy, we're not the agency for you. We don't consider ourselves "insurance salesmen" and we don't like the term "asset protection." While insurance does indeed protect your assets, we believe it's more about 'family protection'.
We're a family insurance business that prides ourselves on educating our clients; together we will design a financial and insurance plan that not only meets your needs and those of your family, but exceeds your expectations too. Your home, your life, your cars, your future - it's all about family.
We're a family insurance business that prides ourselves on educating our clients; together we will design a financial and insurance plan that not only meets your needs and those of your family, but exceeds your expectations too. Your home, your life, your cars, your future - it's all about family.
Services
Alpha & Omega Financial Group was started in New Mexico in the late '90s with a vision for a different kind of financial company. After working for several years in estate planning, Bea Holman realized that many of her clients had little or no help with their other financial needs. Bea wanted Alpha & Omega to be a different type of company.
They call them accidents for a reason. No one plans to have one, but you can plan to be covered in case you do. That's where we come in. We'll tailor a plan that's right for you and your family, not pick something with the right price off a shelf. Everywhere you look there are commercials and billboards for car insurance; but sometimes "15 minutes" could result in less than ideal auto insurance coverage for your family's needs.
Owning a home has always been integrated into the American Dream. To make sure that, what's probably your largest investment, is protected, you should partner with one of the most reputable carriers. We've done all of the upfront work to identify those homeowners insurance providers; contact us and we will share that knowledge with you.
By purchasing an annuity, you are investing in your future. Whether retirement is a long way off or right around the corner, the time to start investing in that future is now. During our working years, we rely heavily on a regular paycheck in order to pay our bills, finance vacations, further our education or that of our children, as well as purchase and maintain our homes and vehicles.
If your family depends on you & your income, you need life insurance. The policyholder pays a regular premium in return for a life insurance company's promise to pay the death benefit, or face amount, to the named beneficiary, typically a spouse, children, parents or other family members.
The value of a life insurance policy is the peace of mind it provides; knowing that if you died today, your surviving loved ones would be taken care of financially.Most people take out their first life insurance policy when they get married, become parents or buy their first home; yes, life insurance can provide peace of mind, but did you know it can also provide college or retirement savings?
The value of a life insurance policy is the peace of mind it provides; knowing that if you died today, your surviving loved ones would be taken care of financially.Most people take out their first life insurance policy when they get married, become parents or buy their first home; yes, life insurance can provide peace of mind, but did you know it can also provide college or retirement savings?
Reviews (10)
Pardon Dexter
Jul 16, 2018
Report
Rebecca Lewis
Jun 10, 2018
Report
Ewr
Nov 02, 2017
Report
Alpha Omega Financial are knowledgeable and have been proactive in helping me with my insurance needs. I've been dealing directly with Steffy Shobe and I'm constantly impressed with her professionalism, response and processing times. I would certainly would recommend this team for your insurance needs.
Lisa Burd
Oct 29, 2017
Report
April Prothero
Sep 25, 2017
Report
I am so happy I found Alpha & Omega for my business and personal insurance needs. I have never had a team that I trust and enjoy working with as much. Steffy and Shauna are always very responsive and detail-oriented, making sure nothing is missed. I recently had to make a last-minute change and Steffy was quick to find out how to make the change and was pleasant as always about making the change. Thanks for the always amazing service!
Sally Robertson
Jul 03, 2017
Report
I was put in touch with Alpha and Omega Financial by a friend and I am SO glad I did - they were incredibly helpful, responded to any communication FAST, always able to answer my questions, and best of all they got us GREAT rates for our home and auto insurance, beating my previous provider by miles. We saved a lot of money by switching to them and had a great experience along the way. Steffy and Shauna make the experience easy. I have recommended them to all my friends. Highly recommend them!
Deanna Bone
Jun 18, 2017
Report
Linda Lofaro
Jun 17, 2017
Report
Andreass Berryman
Jun 07, 2017
Report
Judith Stein
May 09, 2017
Report