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.
Follow-Up Questions
What is Omni Financial Services Inc (OFSI)'s P/E Ratio?
The P/E ratio of Omni Financial Services Inc is 0
Who is the CEO of Omni Financial Services Inc?
Mr. Stephen Klein is the Chairman of the Board of Omni Financial Services Inc, joining the firm since 1992.
What is the price performance of OFSI stock?
The current price of OFSI is $0, it has decreased 0% in the last trading day.
What are the primary business themes or industries for Omni Financial Services Inc?
Omni Financial Services Inc belongs to Banking industry and the sector is Financials
What is Omni Financial Services Inc market cap?
Omni Financial Services Inc's current market cap is $0
