Omni Financial Services

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12610 New Brittany Blvd.
Ft. Myers, FL 33907

Phone: 239-939-4455
Fax: 239-275-8560

trevor.harrelson @omnifinserv.com
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Securities and Investment Advisory Services offered through Securian Financial Services, Inc.,
Member FINRA/SIPC.

Finding a Career for Life
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Solutions for Individual
Solutions for Businesses
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Information for business
partners such as; Attorneys,
CPAs, Retirement Plan
Consultants and Trust Officers
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At Omni Financial Services we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

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Market Watch

September 04, 2010 @ 03:02 AM

Dow Jones Industrials	10,447.93	+ 127.83
Dow Jones Transportation	4,387.40	+ 45.37
Dow Jones Utilities	399.52	+ 2.65
Nasdaq Composite	2,233.75	+ 33.74
Nasdaq 100	1,870.31	+ 29.73
S&P 500	1,104.51	+ 14.41
S&P Mid-Cap 400	766.52	+ 10.72
S&P Small-Cap 600	343.82	+ 5.74
Russell 2000	643.36	+ 11.10
NYSE Composite	7,055.03	+ 88.78
AMEX Composite	1,949.37	+ 15.84
10 Year Treasury Note	2.62	+ 0.05
Wilshire 5000	11,524.85	+ 153.00

[ Markets | Charts | Quotes | Portfolio ]

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities.

Omni Financial Services is independently owned and operated.