Our Team
Neel Shah, Esq., CEPA, CFP®
Leadership Team
Partner, Attorney & Financial Advisor
Learn More AboutNeel
Linda Farinola, CFA, CFP®, EA
Leadership Team
Partner, Financial Planner & Tax Accountant
Learn More AboutLinda
Schedule 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
Planning Ahead: Why Long Term Care Financial Strategy and Insurance Matter for Your Legacy
November is Long‑Term Care Awareness Month—discover how smart planning and long‑term care insurance protect your assets, business, and multigenerational legacy. November brings more than the approaching holiday season—it marks Long‑Term Care Awareness Month, a moment to ...
<p>The post Planning Ahead: Why Long Term Care Financial Strategy and Insurance Matter for Your Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Year-End Estate Planning: Why Now Is the Smartest Time to Act
Maximize tax savings, secure your legacy, and protect your wealth before the year ends. Learn why estate planning is essential for business owners and high-net-worth families as 2025 approaches. Year-End Estate Planning: Why Now Is the Smartest Time to Act As we ...
<p>The post Year-End Estate Planning: Why Now Is the Smartest Time to Act first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Beyond Wealth: How Omni360 Advisors Helps You Build a Legacy, Not Just a Balance Sheet
Discover how Omni360 Advisors provides tailored financial strategies for business owners, high-net-worth individuals, and multigenerational families to protect, grow, and pass on wealth with purpose. Financial Guidance with Purpose: How Omni360 Advisors Can Help You In today’s complex ...
<p>The post Beyond Wealth: How Omni360 Advisors Helps You Build a Legacy, Not Just a Balance Sheet first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
