Frequently asked questions (FAQ)
How long has OMC been in business?
What added value will OMC bring me?
Why choose a fee-based advisor?
How does OMC manage client accounts?
How does managing with discretion benefit me?
How will my account be invested?
How often do you review my portfolio?
Are there any tax consequences in transferring my account to OMC?
What happens if I relocate?
Is OMC right for me?
How is OMC compensated for services?
If I want to review my current finances, is there a cost for the first meeting?
5789 Widewaters Parkway, DeWitt, New York 13214
Phone:
(315) 446-8720
Fax:
(315) 446-5936
(c) 2006 OMC Financial Services Ltd. All rights reserved.
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