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Qualifications of Financial Advisor in Fayetteville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Fayetteville, New York
Financial Advisor Office Location Phone Number
Gregory Jennings
OMC Financial Services, Ltd.
5789 Widewaters Parkway,
Dewitt, NY  13214
(315) 446-8720
Lisa D Miller CFP®
AXA Advisors, LLC
120 Madison Street,
Syracuse, NY  13202
(315) 425-6343
Paul Rubacka
Edelman Financial Engines, LLC
5663 E Circle Drive Suite 200,
Cicero, NY  13039
(315) 453-8080
Jim Horn
Edelman Financial Engines, LLC
11 North Street Suite 200,
Canandaigua, NY  14424
(585) 244-3000

Information on Qualified Financial Advisors in Fayetteville

Qualifications CRD# 110528
FirmCRD# 110528
Series 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 5789 Widewaters Parkway,
Dewitt,
NY 
13214
Phone Number (315) 4468720

Gregory W. Jennings has been associated with OMC Financial Services, Ltd., an independent, fee-only federally registered investment advisory 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.

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 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.



Qualifications CRD# 0004612774
Series 7, 24, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY 
13202
Phone Number (315) 4256343

About AXA Advisors, LLC

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.



Qualifications CRD# 1937162
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 5663 E Circle Drive Suite 200,
Cicero,
NY 
13039
Phone Number (315) 4538080

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant (ChFC®) certification(s). Bachelor's degree from Excelsior College. Married to Kristen. They have two children: Sam and Jack. Paul enjoys mountain biking, home brewing, salmon/stealhead fishing, reading, and family time.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5495146
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 11 North Street Suite 200,
Canandaigua,
NY 
14424
Phone Number (585) 2443000

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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