Investing isn’t about money—it’s about people. Money and investments are simply a means to achieve what’s important to you. From retiring comfortably to caring for your family and loved ones to supporting whatever it is you are most passionate about, OMC Financial Services’ financial advisors near Syracuse, NY, offer the professional guidance needed to turn goals into reality.
An Experienced Financial Advisor Near Syracuse, NY Providing Personal Service
Since 1982, OMC Financial Services and our clients have weathered major market fluctuations resulting from events such as the junk bond scandal, the Savings & Loan crisis, the bursting of the bubbles in technology stocks and housing and the Great Recession. During those times, OMC’s financial advisors worked side by side with our clients guiding them through each challenge.
Over the years, OMC Financial Services has acted as a partner and trusted financial advisor for our clients, providing individual attention to each client’s unique situation. When you work with Cynthia or Greg as your financial advisor, you receive personal service from an experienced fee only investment advisor. Even now, with 60 years of combined experience between them, Cynthia and Greg still work directly with each and every client.
In addition to knowledgeable, experienced financial advisors near Syracuse, NY, OMC’s clients are served by a friendly, supportive, and qualified staff that can handle your questions and ensure your concerns are resolved promptly.
Independent and Fee Only Financial Advisors
As independent, fee only investment advisors our interests are aligned with those of our clients. Independent fee only advisors are able to avoid conflicts of interest since they are compensated by the client and are not tied to any particular company, family of funds, or investment products.
The Registered Investment Advisor* Difference
OMC Financial Services is a Registered Investment Advisory (RIA) firm. RIA firms are held to strict standards and our financial advisors have a fiduciary responsibility to act in our client’s best interest. When you partner with OMC Financial Services for advisor services near Syracuse, NY, you get a professional partner who works to benefit you.
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*Registration does not imply a certain level of skill or training
