Board of Directors - Former Member

B.S.

Gregory Jennings - Financial Advisor in Dewitt, NY | WiserAdvisor.com

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.

OMC Financial Services, Ltd.

Cynthia A. Scott, ChFC&reg;, is the founder and president of OMC Financial Services, Ltd. As an investment manager, Cynthia personally manages her clients' investments and is involved in every facet of the investment process including idea generation, screening, research, asset selection, and asset 
allocation. 

Cynthia was a weekly financial guest on WSTM-TV3's noon news with Laura Hand. In addition, she was a weekly columnist for the Post Standard's "Personal 
Business Asks" segment of the "Moneywise" section for seven years. Previously she was a frequent guest, as well as a guest host, on WCNY's "Financial Fitness" program. 

In April 2014, Cynthia was chosen as the featured woman in Syracuse Woman Magazine. This honor highlights women's accomplishments either professionally or personally. In 2012 she was invited for membership into The Women Presidents Organization, which recognizes women who excel in their businesses. The WPO is a non-profit membership organization for successful female business owners of million-dollar 
plus companies. 

Her community involvement includes serving as a past board member of The Museum of Science and Technology (MOST).

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.

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.

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.

Paladin Research Report For:

Gregory Jennings

OMC Financial Services, Ltd.

About Gregory Jennings

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