OMC Financial Services is Your Investment Management Partner Near Syracuse, NY
While our investment management professionals are based near Syracuse, NY, we have the experience and capabilities for serving clients that are not limited to the Syracuse, NY region, and have been helping people across the country reach their financial goals for decades. We understand that you may not have the time, expertise or desire to comfortably manage your investments. OMC Financial Services has decades of experience handling all aspects of the investment management process:
OMC Financial Services near Syracuse, NY is committed to providing objective investment management and advice delivered with exceptional service. Our experienced professionals will offer custom solutions and design portfolios catered to your personal financial needs and goals. Our services are best suited for individuals and families with $100,000 or more in investable assets including:
Independent and Fee-Only Investment Management Near Syracuse, NY
You want a trusted partner whose interests are aligned with your own. OMC Financial Services is an independent fee-only Registered Investment Advisory (RIA) firm (Registration does not imply a certain level of skill or training). An independent fee-only advisor is able to avoid conflicts of interest since the advisor is compensated by the client. Registered Investment Advisors are held to strict standards and have a fiduciary responsibility to act in their clients best interests. We work only for you and that means your success is our success.
How Will My Account Be Invested?
OMC Financial Services has the flexibility to invest among a variety of securities including, but not limited to:
We generally follow a buy and hold strategy, purchasing securities we plan to own for 3-5 years or longer. However, we will sell sooner should conditions warrant.
Interested in getting started? Let's talk about it - what you're working with, what your goals are and how we can turn plans in to action. Call us to schedule a free initial consultation at 315-446-8720.
Syracuse, NY Based Investment Management That Helps You Stay Informed
At OMC, we value transparent relationships and we communicate with our local and national clients regularly in writing and/or electronically through:
Cynthia and Greg personally meet with each and every one of their clients. In addition to annual reviews they stand ready to meet with you whenever there is a life change such as the birth of a child or grandchild, retirement or other job change, the passing of a loved one, an inheritance, etc.