Gregory Jennings
5789 Widewaters Parkway
Dewitt, NY 13214
3154468720
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.
See Disclosures
Firm Start Year
1982
No. of Employees
5-9
CRD#
2169365
Firm CRD#
110528
Name of Custodial Firm
Charles Schwab & Co.
States Licensed in
NY
Years of Experience in Financial Services
32
Number of Years with Current Firm
28
Work with the following types of clients
Individual Investors, Trusts, Business Owners
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Estate Planning & Trusts, Financial Advice & Consulting, Investment Advice & Management
Investment Advisor Representative
Yes
Securities Licenses
Series 66
Assets Managed by Firm
$210,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
B.S. -
Cornell University
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1815519/rothira-OMC-Financial-Services,-Ltd.-detailed-disclosure.html