OMNI Financial Services

Financial ServicesFlorida, United States11-50 Employees

OMNI Financial Services is a financial services firm based in Fort Myers, Florida, that provides access to experienced professionals to help clients establish solid financial foundations. It serves individuals and business owners seeking guidance across planning, protection, and investment needs, with an emphasis on saving time and gaining clarity. The company operates independently, with securities offered through Cetera Advisor Networks LLC and advisory services provided by Cetera Investment Advisers LLC, both under separate ownership from OMNI.

Its service scope encompasses financial and retirement planning, estate planning, asset protection, charitable and gifting strategies, family protection, disability insurance, long-term care, and 529 education plans, along with investment advisory services. For businesses, OMNI offers employee benefits, business continuation strategies, buy/sell funding strategies, and business succession planning.

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