OMC Financial Services is an independent registered investment advisory* firm specializing in investment management, estate planning and retirement counseling (including IRA Rollovers) for individuals, families, professionals, small business owners and trusts. Let us help you with your financial needs.
Services
We help our clients achieve what's important to them: planning for a comfortable retirement, educating their children, purchasing their dream home, helping their grandchildren or maybe giving money to the charity of their choice.
Client service isn't everything, it's the only thing
You would think being an investment firm that OMC Financial Services would only be concerned about money, but that isn’t the case. Money is what people bring to us to invest, but what is most significant is that we help our clients achieve what is important to them: planning for a comfortable retirement, educating their children, purchasing their dream home, helping their grandchildren or maybe giving money to the charity of their choice. Everyone has a goal or dream.
If 42 years of experience has taught us anything, it’s that life goes up and down, just as financial markets do. Things happen that are unexpected. It happens to all of us. Adjustments have to be made. Investment strategies may have to be changed. Our job is guiding you through those times and still keeping your investments on track. Think of us as your pilot who gets you through the storm and lands safely.
If you are looking for home runs or an aggressive investment strategy, OMC probably is not right for you. If you want a partner, not just an investment advisor, then Let’s Talk.
*Registration does not imply a certain level of skill or training.
