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 37 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.
|Firm Start Year:||1982|
|States Licensed in:||NY|
|Number of Years with Current Firm:||25|
|I work with the following types of clients:||Individual Investors, Business Owners, Trusts|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Mortgages & Real Estate|
|I can meet clients in the following ways:||At my office, At your home, At your office, Via email, Via phone|
Qualifications & Memberships
|Assets Managed by Firm:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Organization:||Leadership Greater Syracuse|
|Position :||Board of Directors - Former Member|
|Organization:||Cornell Alumni Association of Central NY (CAACNY)|
|Position :||Board of Directors - Former Member|
Gregory W. Jennings has been associated with OMC Financial Services, Ltd., an independent, fee-only Registered Investment Advisory (RIA) firm, since 1994. He specializes in investment management, estate planning, and retirement planning/ counseling for individuals, families, small business owners and trusts.
Greg actively manages his clients' portfolios and is responsible for research, asset selection, purchases and sales, monitoring and evaluation. He meets with each client personally, conducts regular reviews and strives to form long-lasting relationships. He is also actively involved in many of the day-to-day operations of OMC including marketing, business development, determining the firm's corporate strategy and developing/ adjusting the firm's management style and investment philosophy.
Greg has been a guest on WCNY's Financial Fitness, WSTM's Noon Financial 411 and News 10 Now discussing retirement planning, investments and other financial topics. He has conducted seminars for current and displaced employees of several local companies and has also addressed schools, churches, and civic groups on various investment and retirement planning topics. He has written several articles for publication in the Central New York Business Journal and has also been published in the Eagle Newspapers.
What does retirement mean to you? Perhaps it means enjoying a slower pace of life or more personal freedom. Maybe it's your time to pursue other interests, focus on family, travel, or give back to your community. However you define it, retirement is something you may have been looking forward to for a long time. Sometimes, though, concerns rise up, too. Look to OMC Financial Services. For over 30 years we have been working with people just like you to address their specific retirement concerns such as what happens when my paycheck stops or can my money last throughout retirement? We create strategies and portfolios designed to reach their goals, and avoid costly financial mistakes along the way.
Estate Planning & Trusts
Are you prepared? We all know people who have passed away and left their loved ones in a difficult situation. Perhaps you have experienced this personally. Many people don't think of estate planning as a central part of their financial planning. Estate planning is about peace of mind. Without proper estate planning, not only can you give up control over how your estate is distributed you may also lose a significant amount of your estate to taxes, nursing home expenses or long-term care costs. Comprehensive estate planning can ensure that you are there for those you care for, even when you can't be.
Investment Management & Advice
What is important to you? 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. OMC Financial Services is here to help you with your investments - no matter what the reason. With over 30 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.
|Mon.||8:30 AM - 4:30 PM|
|Tue.||8:30 AM - 4:30 PM|
|Wed.||8:30 AM - 4:30 PM|
|Thu.||8:30 AM - 4:30 PM|
|Fri.||8:30 AM - 4:30 PM|
40 Under FORTY recognizes 40 ambitious, hard-working, civic-minded individuals, who are under the age of 40, and who are driven, talented, and amazing individuals who go above and beyond at their workplace, and in our community.