About My Practice
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.
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.
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
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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