Omnica Wealth
Financial Services
United States
23 employees
- Employees
- 23
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Omnica Wealth Overview
- Headquarters
- United States
- Website
- www.omnicawealth.com
- Industry
- Financial Services
- Employees
- 23
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Omnica Wealth
Omnica Wealth, LLC, was founded to provide comprehensive lifestyle and wealth management services to clients and their families. Our mission is to be advocate focused and fully aligned to help our families achieve their unique goals—in lifestyle, wealth management, and legacy planning. By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. The [Financial Advisor(s)] associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Omnica Wealth, 180 Glastonbury Blvd, Suite 200, Glastonbury CT 06033 (860) 657 4445 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Omnica Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Omnica Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bobby Schneider, Cfp® | Partner & COO at Omnica Wealth | South Glastonbury, Connecticut, United States |
Email
Phone
|
| Terry Sharp, Fpqp®️ | Office Manager at Omnica Wealth |
View
|
|
| Jim Kinney | Certified Financial Planner® | Califon, New Jersey, United States |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Individual contributor
1 profile
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