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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

Omni Financial Advisory Group, Inc.

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United States
Poughkeepsie, NY
Omni Financial Advisory Group, Inc.

Guiding your wealth journey. Omni Financial Advisory Group, Inc. and Cetera Advisors LLC are not affiliated.

Securities and advisory services are provided by Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Adviser. 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. At Omni, we provide professional a

dvice 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.

12/16/2025

Changing jobs? Don’t leave your money behind! 💰

You’ve got options for your old 401(k):
👉 Roll it into a new account
👉 Leave it where it is
👉 Or cash it out (but think twice before you do!)

At Omni Financial Advisory Group, we’re here to ensure your money keeps working as hard as you do. 💼✨

Download our complementary eBook on our website to learn how partnering with a financial professional can help you plan with confidence.
👉 www.omnifinancialadvisory.com

10/09/2025

Our Story: Team Omni Financial Advisory Group
We fight for those who have fought and continue to fight against cancer. 💙

This year, Team Omni Financial Advisory Group proudly participates in the Dolphins Cancer Challenge in February 2026 in honor of our two incredible survivors, Greg Bayer and Helen Pascocello. Their strength, resilience, and unwavering courage inspire us daily, both personally and professionally.

We also ride and run in memory of Sue Stahley, a cherished member of the Omni family who played an instrumental role in our firm’s success and spirit. Sue fought a long, brave battle with cancer before her passing, and we continue to honor her legacy with every step and every mile.

Through this challenge, we honor all individuals who have faced cancer; those who continue to fight and those whose memories live on through their loved ones. We pay deep respect to their families, caregivers, and communities who walk beside them every day.

Your donation helps fund critical cancer research and patient care. Together, we can make a difference and bring hope to countless lives. Please consider contributing to our cause and standing with us in the fight against cancer.

Will you support me by making a donation today?

DONATION LINK: https://dolphinscancerchallenge.com/participant/52480

Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisors LLC.

All gifts are tax-deductible and 100% of all funds raised will go directly to cancer research and improving the lives of those impacted by cancer through Sylvester Comprehensive Cancer Center.

Thank you for your support!

# TeamOmni

10/03/2025

🚴‍♂️🏃‍♀️ Team Omni is taking on the 2026 Dolphins Cancer Challenge! 🏃‍♂️🚴‍♀️

We are proud to come together as Team Omni Financial Advisory Group to support the fight against cancer in this incredible event on February 28th, 2026.

💙 🚴‍♀️Greg Bayer, CFP® will be cycling the 13K Bike Ride
💙🏃‍♂️ Braedon Bayer, CFP® and Reilly Bayer will be running the 5K

This cause is close to our hearts, and we would be so grateful for your encouragement and support as we take on this challenge. Every donation helps fund vital cancer research and patient care.

👉 Join us in making a difference: https://dolphinscancerchallenge.com/participant/52480

Thank you for standing with us in the fight against cancer. Together, we can ride, run, and walk toward a cure! 💪💙

10/01/2025

🌍✨ At Omni Financial, we believe true wealth isn’t only measured in numbers - t’s in the experiences, the memories, and the moments shared with loved ones.

Our Client Business Developer, Reilly Bayer, recently had the opportunity to travel with her son, Islan, to Palma, Mallorca, Spain. Invited by close friends from South Carolina and joined by family, Reilly's uncle, Mark Bayer, they enjoyed an unforgettable journey exploring the beauty of Spain. 🏝️✈️

We are so grateful to see the values we share—family, connection, and creating lasting memories—lived out in meaningful ways. Here’s to building a life where financial planning and wise choices open doors to experiences that last a lifetime. 💙

09/18/2025

✨ Celebrating Our Fearless Leader Abroad! ✨

Our very own Greg Bayer, the heart and founder of Omni Financial, is off exploring the beauty of Greece with his wonderful wife Crystal.

What started as a trip to celebrate a dear friend’s wedding turned into an unforgettable journey through Athens’ rich history and the breathtaking views of Santorini’s cliffs and sunsets. 🌅

We’re thrilled to see Greg enjoying the rewards of his decades of dedication and hard work—proof that building a lasting legacy also means making time to savor life’s great adventures. 💙

Safe travels, Greg & Crystal! Your Omni family is cheering you on every step of the way. 🇬🇷💍

09/09/2025

🎉✨ September is a special month here at Omni Financial Advisory Group — we get to celebrate not one, but TWO incredible birthdays! ✨🎉

🎂 Greg Bayer, CFP® – our Founder & CEO, who has dedicated over 32 years to guiding families toward financial success with wisdom, vision, and heart.

🎂 Helen Pascocello – the heart and soul of our office for nearly a decade, whose hard work, kindness, and dedication keep everything running seamlessly.

We’re so grateful for both of them and the leadership, loyalty, and love they pour into our firm every single day. Please join us in wishing Greg and Helen a very Happy Birthday Month! 🥂🎈💼

09/08/2025

🎉✨ Happy Birthday to our very own Helen Pascocello! ✨🎉

Helen has been the heart and soul of Omni Financial for close to a decade. Her dedication, warmth, and unwavering support have touched every corner of our company and every member of our team. We are beyond grateful for everything she brings to our Omni family each and every day. 💙

Please join us in sending Helen your best wishes and love on her special day! 🥳💐

08/29/2025

Happy Labor Day Weekend! 🇺🇸 🎆💼📈

Markets may be closed, but your financial goals don’t take holidays. At Omni Financial Advisory Group, we believe in building strategies designed to give you peace of mind—whether you’re at work, at home, or enjoying a Labor Day BBQ. 🍔🌞

For more than three decades, we’ve helped families and professionals create lasting financial plans that work in the background, so you can focus on what matters most.

👉 What’s your go-to “set it and forget it” wealth-building move? Drop it in the comments!

08/26/2025

A new report from the JPMorganChase Institute shows a growing number of U.S. households are shifting cash from traditional checking and savings into accounts that can generate investment income.

Think brokerage accounts, CDs, and money market funds—vehicles that offer a return on idle cash without a full commitment to market volatility.

This shift is especially noticeable among higher-income households, who often hold larger cash reserves. The trend may be helping to support current levels of consumer spending while also pointing to a broader reevaluation of how liquidity is managed.

With rates in flux, this kind of movement highlights the importance of aligning short-term savings with long-term financial goals—even when market conditions feel uncertain.

Source: https://apnews.com/article/bank-accounts-economy-savings-dbf6c9d356de2349ec89ed9e3c99168c

08/14/2025

🎓 Omni Financial Tip of the Summer

Do you have college students home for the summer? Or future college-bound kids? Summer is the perfect time to teach them about money!

💬 Whether it’s budgeting, building credit, or understanding paychecks, a little financial education at home now sets the stage for smart choices later.

🤝Parents + students: Let’s build habits that last well beyond graduation. Reach out today or tag a friend!

💛🌟📚

Address

315 Titusville Road
Poughkeepsie, NY
12603

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

http://omnifinancialadvisory.com/

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