Omni Financial Services Inc.

Omni Financial Services Inc. is a diversified financial services firm that operates as a bank holding company, catering to individuals, professionals, and business owners. Established in 1976 and headquartered in Fort Myers, Florida, the company provides a comprehensive suite of financial solutions including personal financial planning, wealth management, business advisory services, and asset protection. Omni Financial Services specializes in helping clients—particularly those in the construction and business sectors—build solid financial foundations and strategic plans for growth, succession, and continuity. With an education-forward, hands-on approach, the firm focuses on delivering tailored advice, facilitating long-term financial success, and supporting clients through every stage of personal and business development. Its offerings cover deferred, fixed, and immediate annuities; a range of insurance products; retirement and estate planning; and business solutions designed to scale operations and maximize value. Omni Financial Services plays a significant role in its market segment by combining extensive sector expertise with a commitment to client education and practical financial guidance.