SEC CRD #801-29406
Fee Only Investment Advisor Syracuse NY | OMC Financial Services | Independent Registered Investment Advisory firm (315) 446-8720 1-800-373-2037 Client Portal Log In Serving Our Clients for 44 Years OMC Financial Services: 44 Years of Experience 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. Schedule Your Free Consultation Today 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. Investment Management Retirement Estate Planning IRA Rollover Client service isn t everything, it s the only thing OMC Financial Services is an independent registered investment advisory* firm 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 44
JIM CULLEN
CHIEF COMPLIANCE OFFICER
📞 (315) 446-8720
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AUM
$329M
Location
DEWITT, NY
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