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 (239) 939-4455      trevor.harrelson@omnifinserv.com

 * Home
 * About Us
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   * Career Opportunities
 * Our Services
   * Personal Financial Services
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   * Asset Protection
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   * Business Continuation
 * Client Center
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 * Contact
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 * ASSET PROTECTION WITH OMNI
   
   WE HAVE THE EXPERIENCE AND EXPERTISE TO HELP YOU PROTECT YOUR HARD EARNED
   ASSETS AND PASS ON YOUR LEGACY.
   
   Learn More


 * DO YOU HAVE A STRATEGY IN PLACE?
   
   
   RETIREMENT PLANNING WITH OMNI
   
   THE PROFESSIONALS AT OMNI FINANCIAL CAN HELP YOU WORK TOWARD MAKING YOUR
   RETIREMENT DREAM A REALITY.
   
   Learn More


WELCOME TO OMNI FINANCIAL SERVICES

At OMNI Financial Services we provide objective customized solutions to assist
individuals, professionals and business owners in reaching their financial
goals.

We offer a comprehensive line of products and services, as well as
diverse financial expertise and responsive service. From insurance needs to
college funding, retirement or estate planning, we’re committed to helping you
accomplish your long-term financial objectives.

 


CAREER OPPORTUNITIES

We are always looking for the right individuals whose expectations for
excellence match our own. We use a mutual selection process and spend an
extensive amount of time with prospective candidates.


OUR SERVICES

We offer a wide range of financial products and professional services.


OUR ASSOCIATES

In today's complex world, the expertise and clear vision of a financial
professional can help you reach your financial goals. Each of our associates has
been carefully selected based on their knowledge, experience and desire to make
a long-term commitment to our clients.




OFFICE

12610 New Brittany Blvd
Fort Myers FL 33907


CONTACT INFO

 (239) 939-4455
 trevor.harrelson@omnifinserv.com


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The Client Relationship Summary (or Form CRS) contains important information
regarding products, services and fees. Click the icon to learn more.

 

OMNI Financial Services is independently owned and operated, and offers its own
suite of products and services entirely independent of Securian.

Our firm has various representatives that are licensed to conduct business in
CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for
non-registered insurance products only. We also have various representatives
that are licensed and registered to conduct business in the following states:
CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI
for non-registered and registered insurance products, as well as securities.

Certain individuals associated with OMNI Financial Services are registered with
and offer securities and investment advisory services through Securian Financial
Services, Inc. ("Securian"), a registered broker-dealer and investment adviser,
member FINRA / SIPC. Individuals registered with Securian are authorized to
offer only those securities and investment advisory services that have been
specifically approved by Securian. FINRA's BrokerCheck contains additional
information about registered individuals and also indicates whether they are
registered representatives and/or investment advisor representatives. You may
also refer to their individual bio pages on this website to find their
registration status. Not all registered persons are registered as investment
advisor representatives.  Only registered persons who are registered as
investment advisor representatives use titles "advisor" or "financial advisor"
and provide advisory services. For further questions about which individuals
associated with OMNI Financial Services are registered with Securian, as well as
information about which securities and investment advisory services such
individuals are authorized to offer on Securian's behalf, please contact
Securian at 1-800-820-4205.

OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907
239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network.
All Rights Reserved.

3000050 6/2020

© 2023 OMNI Financial Services All rights reserved.