OMNI Financial Services logo

OMNI Financial Services Employee Directory

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.

Find OMNI Financial Services employees' phone numbers or email addresses

OMNI Financial Services Global Highlights

Location
Employees

North America
76

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  • United States Of America
    76

Asia
1

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  • India
    1

OMNI Financial Services's Leadership

  • Founder at OMNI Financial Services
    J. R.
    Founder
  • Founder And President at OMNI Financial Services
    M. M.
    Founder And President
  • Chairman And Chief Executive Officer at OMNI Financial Services
    S. K.
    Chairman And Chief Executive Officer
  • Propritor at OMNI Financial Services
    R. S.
    Propritor
  • Owner And Manager at OMNI Financial Services
    G. G.
    Owner And Manager
  • Senior Collections Rep at OMNI Financial Services
    B. C.
    Senior Collections Rep
  • Senior Underwriter at OMNI Financial Services
    S. A.
    Senior Underwriter
  • Financial Advisor at OMNI Financial Services
    R. M.
    Financial Advisor

OMNI Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Finance
  • Other
  • Consultant

Contact profiles from OMNI Financial Services

Name
Title
Contact
Location
Last Update
  • Attorney at OMNI Financial Services
    A. B.
    Attorney
    Oct 21, 2024
  • Financial Professional at OMNI Financial Services
    B. A.
    Financial Professional
    Oct 22, 2024
  • Associate at OMNI Financial Services
    B. B.
    Associate
    Jun 08, 2026
  • Executive at OMNI Financial Services
    J. B.
    Executive
    Oct 17, 2024
  • Executive Assistant at OMNI Financial Services
    K. O.
    Executive Assistant
    Oct 22, 2024
  • Executive at OMNI Financial Services
    M. P.
    Executive
    Oct 17, 2024
  • Enrolled Agent at OMNI Financial Services
    W. B.
    Enrolled Agent
    Oct 22, 2024

Frequently Asked Questions

What is OMNI Financial Services known for?

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OMNI Financial Services was founded in 1980 and operates in the Financial Services industry. You can contact OMNI Financial Services's main corporate office by phone at . Explore OMNI Financial Services's company overview page for more information.

What is OMNI Financial Services's most common email format?

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OMNI Financial Services employees' email format typically follows the pattern of First.Last@omnifinserv.com. Trying to find reliable and up-to-date employee contact data? Find more OMNI Financial Services email formats with LeadIQ.

How many employees does OMNI Financial Services have currently?

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OMNI Financial Services has approximately 24 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are OMNI Financial Services's key employees and leadership?

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As of September 2026, OMNI Financial Services's key employees include:

  • Founder: J. R.
  • Founder And President: M. M.
  • Chairman And Chief Executive Officer: S. K.
  • Propritor: R. S.
  • Owner And Manager: G. G.

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