OMC Financial Services is an independent Registered Investment Advisory firm specializing in investment management, estate planning and retirement counseling (including IRA Rollovers) for individuals, families, professionals, small business owners and trusts. Let us help you with your financial needs.
We help our clients achieve what's important to them: planning for a comfortable retirement, educating their children, purchasing their dream home, helping their grandchildren or maybe giving money to the charity of their choice. You would think being an investment firm that OMC Financial Services would only be concerned about money, but that isn't the case.
We help our clients achieve what's important to them: planning for a comfortable retirement, educating their children, purchasing their dream home, helping their grandchildren or maybe giving money to the charity of their choice. You would think being an investment firm that OMC Financial Services would only be concerned about money, but that isn't the case.
Services
OMC Financial Services is an independent Registered Investment Advisory firm specializing in investment management, estate planning and retirement counseling for individuals, families, professionals, small business owners and trusts. Yet, to understand the OMC of today, we believe it is important to share our history with you.
After being in the business for 39 years, I know, in spite of everything I went through, both business and personally, that it was the right decision. OMC has grown, thrived, and other firms have finally come over to my side. A fee only business isn't a novelty anymore. People will always have financial needs to address, goals to attain and dreams to achieve and our mission is to help our clients with theirs.
OMC Financial Services is here to help you achieve success-no matter how you define it. With over 34 years of investment management experience, we understand the special challenges you face and we will work with you toward attaining what is most important to you. Without solid estate planning, your family could face high taxes and lengthy legalese.
People will always have financial needs to address, goals to attain and dreams to achieve and our mission is to help our clients with theirs. If we can help you with yours. In 1990, straight out of Cornell University, I began my career in financial services as an agent for a major life insurance company in Syracuse, NY.
We all have our own reasons for investing. You may want to increase the value of your portfolio, draw income from your nest egg, or use your funds to help others. Perhaps you have come into an inheritance or you were the beneficiary of a life insurance policy, annuity, or a retirement plan or IRA and you aren't exactly sure what to do.
Reviews (2)
Janice McMahon
May 31, 2021
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Jo Lightfoot
Nov 25, 2017
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In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties
