OMC Financial Services Ltd. Employee Directory

Financial ServicesNew York, United States2-10 Employees

OMC Financial Services Ltd. is an independent registered investment advisory firm that focuses on investment management, estate planning, and retirement counseling for individuals, families, professionals, small business owners, and trusts. Based in Syracuse, New York, the firm operates within the financial services industry and positions itself to address the financial planning and wealth management needs of its client base through tailored guidance and planning support. With a small team, the firm emphasizes personalized service as it helps clients navigate asset management, estate considerations, and retirement planning, drawing on its advisory credentials to serve a diverse set of financial objectives. A recent development notes the company’s activity in acquiring a stake related to Mastercard, illustrating ongoing participation in investment activities alongside its advisory work.

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