Our Story
At OMC Financial Services, we have been serving our clients for 42 years, and we are proud of our long history of providing exceptional investment management, estate planning, and retirement counseling services. Our story began in 1982 when Cynthia Scott, our founder, moved to Syracuse, New York, with a vision to create a unique investment firm that would offer a higher level of service and advice to individuals, families, and professionals.
Our History
In the early days, Cynthia struggled to find acceptance for her fee-only business model, and she faced significant challenges as she worked to establish OMC Financial Services. Despite these setbacks, Cynthia remained committed to her vision and persevered, eventually transforming OMC into a fee-only Registered Investment Advisory firm in 1988. This bold decision was ahead of its time, and it took almost a decade for the fee-only model to gain widespread acceptance.
Our Team
Our team of professionals has over 70 years of combined experience, and we are dedicated to providing personalized service to each and every one of our clients. Cynthia Scott and Greg Jennings, our founder and co-founder, respectively, continue to work closely with clients, ensuring that their financial goals are met.
Our Services
At OMC Financial Services, we offer a range of services designed to help our clients achieve their financial objectives. Our core services include:
- Investment Management: We will work with you to create a customized investment portfolio that aligns with your risk tolerance and financial goals.
- Retirement Planning: Our experienced professionals will help you plan for a secure and comfortable retirement.
- Estate Planning: We will work with you to create a comprehensive estate plan that ensures the smooth transfer of your assets to loved ones.
- IRA Rollover: We specialize in helping individuals roll over their IRAs and other retirement accounts to optimize their investment potential.
Our Philosophy
At OMC Financial Services, we believe that financial planning is not just about making money; it's about creating a better life for yourself and your loved ones. We take the time to understand your unique goals, values, and priorities, and we work tirelessly to help you achieve them.
Our Commitment
As a fee-only firm, we are committed to providing transparent and unbiased advice to our clients. We believe that this approach allows us to build long-term relationships built on trust, trustworthiness, and a deep understanding of our clients' financial goals.
Overall Experience
The reviewers have had a highly positive experience with OMC/IMC, with both authors giving a 5-star rating.
Investment and Financial Planning
One reviewer has been invested with OMC for 13 years and has been extremely pleased with the competent and pleasant service provided.
Will and Protection Services
The other reviewer had a complex and important task of updating their Wills, appointing Lasting Powers of Attorney, setting up a Trust Fund, and creating a comprehensive 'Expression of Wishes' document for their special needs son. They received friendly, expert, and professional advice from Shanaz Niazi, the Will and Protection Advisor at IMC, which removed their anxieties and provided care and protection for their son and daughter.
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