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Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

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According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

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Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

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Insurance & Risk Management Services

Life Insurance Services

Life insurance is essential to safeguarding both your loved ones and your business. Without expert assistance, however, it can be difficult to determine what policy may be best for you. Trust in the professionals at OMNI 360 ADVISORS LLC to place the optimal coverage to accomplish your unique goals.

Disability Income Insurance Services

Loss of wages due to a disability can be devastating to your financial well-being. Disability income insurance could be one of the most essential components of your risk management portfolio. Business owners can utilize Disability Overhead Expense Insurance to pay overhead if they become disabled, while Disability Buy-Out Insurance may fund a disability Buy-Sell agreement. To learn more about our disability income insurance services.

Long-Term Care Insurance Services

Regular health insurance is often unable to cover the costs of long-term care. Long-term care insurance can protect you financially by assisting with these costs. Such policies can reimburse the often high expenses of assisted living facilities, in-home care, adult day care centers, and nursing homes. Although it may not be right for everybody, long-term care insurance can be life-changing for those who need it. Click here to learn more about our long-term care insurance services.

LINDA FARINOLA, CFA, CFP©, EA

Neel Shah, Esq., CEPA, CFP®

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

FRANK FERNANDEZ CFP®, EA


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Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. …

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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.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more