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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

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.

See Disclosures

General Information

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

Business Owners, Individual Investors, Trusts

Advisory Services Provided

Money Management, Financial Planning for Individuals, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, Portfolio Management

Services

Investment Types

Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Alternative Investments, Stocks, Annuities, Mutual Funds

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office

Compliance

Investment Advisor Representative

Yes

Qualifications & Membership

Securities Licenses

Series 66

Firm Information

Assets Managed by Firm

$210,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

B.S. -

Cornell University
-

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1815519/financialadvisor-omc-financial-services,-ltd.-detailed-disclosure