Omni 360 Advisors

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

777 Scudders Mill Rd Bldg 4 Ste 101, Pla...

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Law Firms & Legal Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
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1

About Omni 360 Advisors

OMNI 360 Advisors is a comprehensive financial services, legal planning, and accounting firm that focuses on integrated solutions for tax, legal, and financial planning. They cater to a diverse clientele including entrepreneurs, retirees, executives, and young professionals, providing customized services such as estate planning, investment management, and retirement planning. Their mission is to help clients navigate life's opportunities and challenges by creating powerful life and legacy plans that ensure long-term success. With a team of certified professionals, they are dedicated to delivering tailored financial strategies that align with their clients' unique goals and values.Explore more
Omni 360 Advisors's Social MediaPopular SearchesOmni 360 Advisors LLC (Formerly Shah Total Plannin...Omni 360 Advisors, LLC (formerly Princeton Financi...SIC Code 62,628NAICS Code 52,523Show more

Omni 360 Advisors Org Chart

PhoneEmail
JK
United States flag for contact location.

Client Liaison and Client Service Associate

PhoneEmail
JC
United States flag for contact location.

Partner and Accountant

PhoneEmail
NS
United States flag for contact location.

Partner, Attorney and Financial Advisor

PhoneEmail
TC
United States flag for contact location.

Founding Partner and Accounting Advisor

PhoneEmail
JD
United States flag for contact location.

Client Solutions Specialist

PhoneEmail
BK
United States flag for contact location.

Senior Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Omni 360 Advisors

<$5M
11-50
Private
-
2010
JK
Joanne KuczynskiClient Liaison and Client Service Associate
$13.1M
11-50
Private
-
2022
MW
Michael WhitmanOwner and Financial Planner
$7.8M
11-50
Private
-
2022
RM
Ryan McLinFounder, Financial & Advisor
<$5M
1-10
Private
-
-
PL
Paul LeddyMiraberg Wealth
<$5M
1-10
Private
-
2022
JB
John Bruno JrDirector, Chief Operating Officer, President
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Omni 360 Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Omni 360 Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Omni 360 Advisors.

Omni 360 Advisors Tech Stack

A closer look at the technologies used by Omni 360 Advisors

Top Finance Companies

Frequently Asked Questions Regarding Omni 360 Advisors

What is Omni 360 Advisors's official website?
Omni 360 Advisors's official website is www.omni360advisors.com
What is Omni 360 Advisors's Revenue?
Omni 360 Advisors's revenue is <$5 Million
What is Omni 360 Advisors's SIC code?
Omni 360 Advisors's SIC: 62,628
What is Omni 360 Advisors's NAICS code?
Omni 360 Advisors's NAICS: 52,523
How many employees does Omni 360 Advisors have?
Omni 360 Advisors has 11-50 employees
What industry does Omni 360 Advisors belong to?
Omni 360 Advisors is in the industry of: Finance, Business Services, Securities Trading
What is Omni 360 Advisors competition?
Omni 360 Advisors top competitors include: Impact Wealth Group, Millennium Planning Group, Miraberg, Pathway Partners Wealth Advisors
What technology does Omni 360 Advisors use?
Some of the popular technologies that Omni 360 Advisors uses are: Microsoft 365, Microsoft Excel
What does Omni 360 Advisors do?

OMNI 360 Advisors is a comprehensive financial services, legal planning, and accounting firm that focuses on integrated solutions for tax, legal, and financial planning. They cater to a diverse clientele including entrepreneurs, retirees, executives, and young professionals, providing customized services such as estate planning, investment manageme... nt, and retirement planning. Their mission is to help clients navigate life's opportunities and challenges by creating powerful life and legacy plans that ensure long-term success. With a team of certified professionals, they are dedicated to delivering tailored financial strategies that align with their clients' unique goals and values.Read More

What are Omni 360 Advisors social media links?
Omni 360 Advisors Linkedin page
Is Omni 360 Advisors a public company?
Omni 360 Advisors is private company therefore does not currently have an official ticker symbol
See more information about Omni 360 Advisors

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