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Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
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can be of assistance.
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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 moreYellow Team
BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.
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Jill Katz
Financial Advisory Client Service & Marketing
Jill focuses much of her time on investment client service, the insurance platform coordinating applications, underwriting and post approval implementation. She also is part of the marketing team, which is active designing the website, social media, blogs, newsletters, sponsorships, and advertising.
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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.
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Loveprit Rambhajan
Staff Accountant
Although Loveprit has lived in New Jersey her entire life, she attended Long Island University in Brooklyn, where she not only earned both her Bachelor’s and Master’s degrees in Accounting, but also met her husband. She then worked at one of the Big4 firms in Manhattan for many years.
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
