Integrated Tax, Legal, Financial & Business Planning Solutions.
Let our in-house Certified Public Accountants, Enrolled Agents,
Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance
Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreBlue Team
Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
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Valerie Zaffuto
Financial Services Administrator
& Advisor Assistant
Val makes sure the process moves quickly and the communication never stops. From the account opening process, to funds transfers, to making sure that all your questions are answered and your needs are met, Val is the one who gets it done.
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Ron McIntire
Associate Wealth Advisor
Ron McIntire brings his deep financial expertise and commitment to client success as an Associate Wealth Advisor at Omni 360 Advisors. He works closely with individuals and business owners, helping them navigate key financial decisions with clarity and confidence. Ron helps to break down complex investment strategies, tax planning opportunities, and wealth management solutions into actionable insights that align with clients' long-term goals. His analytical approach, combined with a passion for building lasting relationships, makes him a trusted guide in helping clients achieve financial security and growth.
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Nakirah Walker
Staff Accountant
Nakirah Walker brings her sharp accounting expertise and a genuine passion for helping clients navigate their financial challenges. She enjoys speaking with clients, breaking down complex tax and accounting issues into clear, actionable steps—making her a trusted partner for individuals and businesses alike.
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Joanne Kuczynski
Client Liaison
Joanne Kuczynski is a client liaison with the Private Client Group at Omni 360 Advisors. Joanne is experienced in the financial sector, with a deep understanding of wealth management, life insurance and annuity planning.
Visit my pageSchedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
Payment Portal
for Tax and Accounting Invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
