Find the Certified Financial Planner™
Who's right for you.

Gregory J. Bayer, CFP®

Omni Financial Advisory Group

1145 Route 55
Ste 3
Lagrangeville, NY 12540
Phone: (845) 452-4311
Fax: (845) 473-9104

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

About My Practice

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.



That's why, at Omni Financial Advisory Group, Inc., we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like. The relationship is a key component towards success.



Once we complete the initial process of setting up your financial plan, it doesn't end there. We'll monitor your progress toward achieving your financial goals. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.

Omni Financial Advisory Group, Inc., is devoted to helping clients realize their life and financial goals through the use of a well thought out financial plan and the implementation of sound and prudent financial strategies.

 

Experience

Greg Bayer is a 25 year veteran of the financial services industry. Greg holds a series 7, 63 and life & health licenses. Greg has been a CFP since 1992. Greg is also a contributing author of “Making the Money Last”. A guide for both married couples, widows and widowers for managing the financial and estate issues that arise in the mature market. This is his first foray into the publishing field and more may follow.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.