For over 37 years, OMC Financial Services has acted as a trusted financial advisor for its clients near Syracuse, NY and across the United States. In 1988, OMC Financial Services became an early adopter of the fee only investment advisory model. Even then, Cynthia Scott recognized that the financial industry was changing and that clients would seek independent, objective financial advice and a more simple and transparent fee structure. So, she took the firm to the next level by transitioning to a fee only Registered Investment Advisor (RIA).
What is a Registered Investment Advisor?
Registered Investment Advisors are held to strict standards and have a fiduciary duty to act in the clients’ best interest. 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. They are registered either with the Securities and Exchange Commission (SEC) or state securities regulators.*
How Can OMC’s Fee Only Advisors Near Syracuse, NY Help You?
You want a trusted partner whose interests are aligned with your own. Our commitment focuses on providing objective investment management and advice delivered with exceptional service; responsive, attentive, and personal. We provide customized guidance and a high level of expertise to help you with your retirement planning, 401(k) rollover or other complex financial needs such as estate planning. Cynthia and Greg have over 60 years of combined experience and are prepared to help you define your goals and create strategies for achieving them. They will also coordinate your various investment/personal accounts and offer continuous monitoring.
For a free initial consultation, let's talk.
*Registration does not imply a certain level of skill or training