Precio Omni Financial Services Inc (OFSI)

Omni Financial Services, Inc. operates as a bank holding company. The company is headquartered in Fort Myers, Florida and currently employs 180 full-time employees. The company went IPO on 2006-09-29. The firm is engaged in offering a range of financial products and services. The company provides solutions to assist individuals, professionals, and business owners. The firm offers a range of services, including personal financial services, wealth management, business solutions, business continuation strategies, and asset protection. Its personal financial planning services include personal financial planning and retirement preparation. Its wealth management services include assessing risk tolerance, designing asset allocation strategies, and evaluating investment strategies. The firm's business solutions include employee growth and retention plans, key executive benefits, and asset management. Its business continuation/exit strategies include business valuations, buy/sell agreements, and funding strategies. The company offers asset protection plans for physicians, business owners, or owners of rental real estate.