Featured Business Financial Advisor in Dewitt, NY
Dewitt Financial Advisors
OMC Financial Services, Ltd.
5789 Widewaters Parkway
Dewitt, NY 13214
(315) 446-8720
“Managing Your Money In A Changing World”
Advisor Profile
Gregory Jennings
Name:  Gregory Jennings
Phone Number:  (315) 446-8720
Website:  Visit Website

About OMC Financial Services, Ltd.

OMC Financial Services is an independent Registered Investment Advisory firm. We provide objective and unbiased fee-only investment management, estate planning, retirement planning/counseling, and advisory services to individuals, families, professionals, small business owners, and trusts. For 37 years, we have been establishing long-term partnerships with our clients while taking an active role in their financial well-being as we work together toward achieving what is important to them.

Every day we strive to deliver our guidance and professional management with exceptional client service. We truly believe that "client service isn't everything, it's the only thing," and our commitment to that is evident in all that we do.
 

General Information

Gender:    Male
CRD#:    110528
Firm CRD#:    110528
SEC File#:    801-29406
States Licensed in:    NY
States Willing to do Business in:    Baldwinsville,Bernhards Bay,Blossvale,Brewerton,Bridgeport,Camillus,Canastota,Cazenovia,Central Square,Chittenango,Clay,Cleveland,Constantia,De Ruyter,Durhamville,East Syracuse,Elbridge,Erieville,Fabius,Fayetteville,Georgetown,Hastings,Homer,Jamesville,Jordan,Kirkville,La Fayette,Liverpool,Manlius,Marcellus,Marietta,Memphis,Minoa,Morrisville,Munnsville,Nedrow,New Woodstock,Oneida,Pennellville,Phoenix,Preble,Sherrill,Skaneateles,Syracuse,Truxton,Tully,Warners,Weedsport,West Monroe, Ithaca
Years of Experience in Financial Services:    29
Number of Years with Current Firm:    25
I work with the following types of clients:    Individual Investors, Business Owners, Trusts
 

Education

Academic Background
 
Bachelor of Science degree - Cornell University
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Via email
 

Qualifications & Memberships

Securities Licenses:    Series 66
 

Firm Information

Assets Managed by Firm:    Yes
 

Compliance

Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Gregory Jennings

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