Our Firm
Omni Financial Advisory Group, Inc., Greg Bayer and Sue Stahley provide professional advice and services to clients looking to accomplish their goals over the long term. By working together with us, clients can then devote their time and energy to the other important pursuits in life. Clients can work with Omni through a variety of sophisticated services including financial planning, goal setting, protection programs and asset management. In particular, Omni specializes in retirement planning, education planning and estate planning. Greg has been in the business for over 20 years and currently holds the Certified Financial Planner (CFP™) designation. Sue has been in the business over 20 years. Both advisors are fully registered to practice financial planning including the Series 7 and 63 securities registrations as well as Life, Accident, and Life insurance licenses. Securities and advisory services are provided by Multi-Financial Securities Corporation, member FINRA, SIPC. Omni Financial Advisory Group, Inc. and Multi-Financial Securities Corporation are not affiliated.
|
Contact Info
1342 Route 55
Lagrangeville, NY 12540
Map and Directions
Phone: 845-452-4311
Fax: 845-473-9104
info@omnifinancialadvisory.com
gbayer@omnifinancialadvisory.com
sstahley@omnifinancialadvisory.com