What departments does OMNI Financial Services have?

OMNI Financial Services has employees across 5 departments including Entrepreneurship, Banking, Legal, Finance, Administrative.

What is the largest department at OMNI Financial Services?

The largest department at OMNI Financial Services is Entrepreneurship with 3 employees.

Where are OMNI Financial Services employees located globally?

OMNI Financial Services has employees across 2 continents and 2 countries including India, United States Of America.

How has OMNI Financial Services's team size changed over time?

OMNI Financial Services's team has decreased from approximately 27 to 23 employees based on available data.

OMNI Financial Services Employee Directory

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

OMNI Financial Services's key employees include: Chairman And Chief Executive Officer: S. K., Founder: J. R., Founder And President: M. M..

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.

OMNI Financial Services Global Highlights

North America
75

United States Of America
75

Asia
1

India
1

OMNI Financial Services's Leadership

J. R.
Founder
Mobile Phone
Email
M. M.
Founder And President
Mobile Phone
Email
S. K.
Chairman And Chief Executive Officer
Mobile Phone
Email
G. G.
Owner And Manager
Mobile Phone
Email
B. C.
Senior Collections Rep
Mobile Phone
Email
S. A.
Senior Underwriter
Mobile Phone
Email
R. S.
Propritor
Mobile Phone
Email
R. M.
Financial Advisor
Mobile Phone
Email

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

A. B.
Attorney
Mobile Phone
Email
Oct 21, 2024
B. A.
Financial Professional
Mobile Phone
Email
Oct 22, 2024
B. B.
Associate
Mobile Phone
Email
Jun 08, 2026
J. B.
Executive
Mobile Phone
Email
Oct 17, 2024
K. O.
Executive Assistant
Mobile Phone
Email
Oct 22, 2024
M. P.
Executive
Mobile Phone
Email
Oct 17, 2024
W. B.
Enrolled Agent
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is OMNI Financial Services known for?

OMNI Financial Services was founded in 1980 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-239-939-****

. Explore OMNI Financial Services's company overview page for more information.

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

OMNI Financial Services employees' email format typically follows the pattern of . 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?

OMNI Financial Services has approximately 23 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Founder: J. R.
Founder And President: M. M.
Chairman And Chief Executive Officer: S. K.
Owner And Manager: G. G.
Senior Collections Rep: B. C.

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OMNI Financial Services Employee Directory

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