Broker Check
Omni Financial Advisory Group

1145 Route 55, Suite 3
Lagrangeville, New York 12540

 Office: (845) 452-4311
Fax: (845) 473-9104

gbayer@omnifinancialadvisory.com
sstahley@omnifinancialadvisory.com

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Financial Planning Solutions

Your hard work has brought you to this threshold, a time to pause and ponder how to prosper financially while leading a meaningful life that will also leave a lasting legacy.  Today, you need more than a financial direction.  You need advice, education and guidance from people who you can trust with your hopes and dreams.

This is why at Omni Financial Advisory Group, Inc., we make it a priority to get to know you, the whole person. We listen intently before speaking.  You share your aspirations and goals and we apply our knowledge and experience to help you get there.

No templates.  No cookie-cutter solutions.  Here at Omni Financial Advisory Group, Inc. we take a holistic approach to your financial well being.  We develop a plan of attack that marries your objectives with our intellectual capital.  Our mutual success is not measured solely on performance and growth, but also on whether you are able to live the life you deserve and your life has been made more meaningful in the process.

Once we implement the plan, it doesn't end there.  A successful financial advisory relationship requires ongoing service to continually align your portfolio with your lifestyle to free you to focus on what is important to you.  We give you the financial wisdom to make smart life decisions. 

Omni Financial Advisory Group, Inc., is devoted to helping you get the most out of life.

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Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Long-Term-Care Protection Strategies

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

To Buy or Not to Buy

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Raise Your Retirement Income

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