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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

location-iconDewitt, NY 13214

call-icon315-446-8720

Managing Your Money In A Changing World

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 40 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.

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General Information

Firm Start Year

1982

No. of Employees

5-9

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.S. -

Cornell University

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1815519/retirementplanning-OMC-Financial-Services,-Ltd.-detailed-disclosure.html