OMNI Financial Services

OMNI Financial Services

Financial-Services

Fort Myers, FL
United States
Industry Category
Financial-Services
Company Description

OMNI Financial Services is a leading provider of comprehensive financial solutions, dedicated to serving small and mid-sized organizations across Florida. Built on a foundation of integrity and trust, OMNI Financial Services specializes in delivering exceptional service and expertise in areas ranging from risk management to personalized financial planning, ensuring clients achieve their financial objectives.

Located at 12610 New Brittany Blvd, Fort Myers, FL 33907, US, OMNI Financial Services is committed to being a reliable and responsive partner. With additional locations at 1615 Edgewater Drive, Suite 150, Orlando, FL 32804, US; 3708 W Swann Avenue, Suite 103, Tampa, FL 33609, US; and 950 S. Pine Island Road, Suite A-150, Plantation, FL 33324, US, the firm offers a broad spectrum of services, including life insurance, estate planning, financial strategies, retirement strategies, and disability & long-term care solutions.

OMNI Financial Services distinguishes itself through a steadfast commitment to helping clients navigate the complexities of the financial landscape. The company's mission is to provide consistent and dependable support, empowering businesses and individuals to reach their financial goals with confidence. We invite the manager of OMNI Financial Services to create a customized and exclusive company showcase and product listing on our platform to further highlight your services and expertise.

OMNI Financial Services est un fournisseur de premier plan de solutions financières complètes, dédié à servir les petites et moyennes organisations à travers la Floride. Bâti sur une base d'intégrité et de confiance, OMNI Financial Services se spécialise dans la prestation de services exceptionnels et d'expertise dans des domaines allant de la gestion des risques à la planification financière personnalisée, en veillant à ce que les clients atteignent leurs objectifs financiers.

Situé au 12610 New Brittany Blvd, Fort Myers, FL 33907, États-Unis, OMNI Financial Services s'engage à être un partenaire fiable et réactif. Avec des emplacements supplémentaires au 1615 Edgewater Drive, Suite 150, Orlando, FL 32804, États-Unis ; 3708 W Swann Avenue, Suite 103, Tampa, FL 33609, États-Unis ; et 950 S. Pine Island Road, Suite A-150, Plantation, FL 33324, États-Unis, l'entreprise offre un large éventail de services, y compris l'assurance-vie, la planification successorale, les stratégies financières, les stratégies de retraite et les solutions d'invalidité et de soins de longue durée.

OMNI Financial Services se distingue par un engagement constant à aider les clients à naviguer dans les complexités du paysage financier. La mission de l'entreprise est de fournir un soutien constant et fiable, permettant aux entreprises et aux particuliers d'atteindre leurs objectifs financiers en toute confiance. Nous invitons le directeur d'OMNI Financial Services à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur vos services et votre expertise.

Key Personnel / Employees
Melissa Carson-Bouchard Ronald Likar (Financial Professional at Omni Financial Services) Ryan Matiyak Jonathan Rodgers (Ophthalmologist. Serial entrepreneur. Author. Chairman of the Board of the University of The Bahamas. Economics pundit.)

Compare Companies Side by Side

Compare OMNI Financial Services with 3 companies in Financial-Services

4 Companies
Comparison Field
OMNI Financial Services
OMNI Financial Services
Main Company
Renaissance Financial
Renaissance Financia...
View Profile
Harris & Trotter LLP
Harris & Trotter LLP
View Profile
Adroit Accountax Ltd
Adroit Accountax Ltd
View Profile
Founded Year
1994 1940 2008
Company Size
201-500 51-200 11-50
City
Fort Myers, FL Saint Louis, MO
Country
United States United States
Skills & Keywords Comparing with main company
10 Total Skills
Financial Services Risk Management Estate Planning Retirement Strategies Insurance Financial Planning Wealth Management Insurance: Life Financial Strategies Disablity & Long-term Care
5 Total 1 Common 4 Unique
Match 10%
Common Skills:
Insurance
Unique Skills:
Employee Benefits Group Benefits Investment Strategies Retirement Plans
13 Total 13 Unique
Unique Skills:
Accounting Audit Business Planning Business Start up Corporate Tax Planning Cryptocurrency +7
22 Total 22 Unique
Unique Skills:
Annual Accounts Audit Bookkeeping CIS Company Formation Compliance +16
4
Total Companies
1940
Oldest Founded
1
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

OMNI Financial Services OMNI金融服务 ओमनी वित्तीय सेवाएं OMNI Servicios Financieros خدمات أومني المالية OMNI Services Financiers Финансовые услуги ОМНИ Serviços Financeiros OMNI