At Omnitrust Financial Group, we understand the importance of having a clear and comprehensive plan for your financial future. Our team of experienced professionals is dedicated to helping individuals, families, and businesses in Northeast Florida achieve their financial goals and secure their financial futures. With a focus on personalized service, expert guidance, and customized financial strategies, we empower our clients to take control of their financial lives and build a brighter future.
Our Mission
Our mission is to provide our clients with a complete financial and retirement picture, tailored to their unique needs and goals. We believe that every individual deserves to have confidence in their financial future, and we are committed to helping our clients achieve that confidence. Our team of experienced professionals works closely with each client to understand their priorities, values, and objectives, and develops a customized financial plan that addresses their specific needs and goals.
Our Services
At Omnitrust Financial Group, we offer a comprehensive range of financial services designed to help our clients achieve their financial objectives. Our services include:
- Retirement planning and income strategies
- Annuities and long-term care insurance
- Life insurance and disability income insurance
- 401(k) and retirement plan management
- Investment advisory services
- Estate planning and wealth transfer strategies
Our team of experienced professionals is dedicated to providing personalized guidance and expert advice to help our clients make informed decisions about their financial futures.
Our Commitment to Excellence
At Omnitrust Financial Group, we are committed to excellence in everything we do. We believe in providing exceptional service, expert guidance, and tailored financial strategies that address the unique needs and goals of each client. Our team of professionals is dedicated to staying at the forefront of industry developments and best practices, ensuring that our clients receive the most effective and innovative financial solutions available.
Overall Impression
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. They praise Anthony Kurnellas, a financial advisor, for his exceptional professionalism, patience, and ability to explain complex financial concepts in a clear and concise manner.
Key Strengths
- Passion and Expertise: Reviewers commend Anthony's passion for his work and his extensive knowledge in the field of finance.
- Excellent Communication Skills: Reviewers appreciate Anthony's ability to explain complex financial concepts in layman's terms, making it easy for them to understand.
- Convenience and Flexibility: Reviewers praise the convenience of scheduling appointments with Anthony, including his availability for evening hours.
- Transparency and Trustworthiness: Reviewers are impressed with Anthony's use of user-friendly financial software, which provides transparency and helps them understand market changes and trends.
Personal Experience
Reviewers share their personal experiences of working with Anthony, highlighting the positive impact he has had on their financial lives. One reviewer mentions that Anthony has helped them achieve a worry-free retirement, while another reviewer is excited about working with him and appreciates his patient approach.
