Omnia Financial LLC

Omnia Financial LLC Leading financial service provider with offices on Long Island & in New Jersey. Advisory services are offered through Cetera Investment Advisers LLC.

With over 50 years of combined first-hand industry experience and financial expertise, we support our clients' long-term financial goals. At Omnia Financial we have access to a wide range of products and services designed to fit the needs of our individual and business clients. Our consultants take a truly consultative approach, developing strategies to guide and protect our clients throughout the

ir lifetime. We get to know our clients, form a workable plan of action, then take that information and put it into an understandable format for them. Give us a call and let us show you how the power of planning for your future can truly impact it. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

It’s hard to believe the summer is almost over. It was a great one for the Omnia Financial family, including Andrew Jr.,...
09/01/2026

It’s hard to believe the summer is almost over. It was a great one for the Omnia Financial family, including Andrew Jr., our summer intern, who was able to apply what he has learned as he pursues his degree in finance in a real-life setting.

Whether buying your first home, upgrading to a new home, buying a vacation property or downsizing for retirement, be sur...
08/29/2026

Whether buying your first home, upgrading to a new home, buying a vacation property or downsizing for retirement, be sure that you are thinking about your complete financial picture before you make an offer. We can help. Contact us today. www.omniafinancial.com

Happy from Omnia Financial's four-legged family members, Parker and Dahlia!
08/26/2026

Happy from Omnia Financial's four-legged family members, Parker and Dahlia!

Recently moved my son back to campus for his junior year of college, and we are so proud of him as he continues on this ...
08/21/2026

Recently moved my son back to campus for his junior year of college, and we are so proud of him as he continues on this amazing journey - building lifetime of memories and gaining valuable experiences, as well as a great education.

Being financially prepared for this makes it all the more special and enjoyable. Don't wait until your child is moving into his dorm to make your financial preparations. Contact us to discuss how you can plan ahead today. www.omniafinancial.com

08/04/2026

With the dreaded end of summer in sight, many of us look to get away one more time. It is important to take a look at your budget and savings before taking the leap - review projected fall expenses and savings goals and ensure you are in a position to spend on another trip. We can help. www.omniafinancial.com

One of our clients is moving out of her single-family home of 40 years and relocating to a senior living facility. The r...
07/30/2026

One of our clients is moving out of her single-family home of 40 years and relocating to a senior living facility. The reason for the move is not because she is mentally incapable of managing the house, rather she is becoming more feeble and thus increasingly susceptible to suffer a fall or succumb to a medical emergency.

Since she began working with us, she has grown her portfolio significantly thus allowing her to be able to afford the $6,000 monthly rent without going into principal, enabling her to avoid selling her home at this time and offering her the luxury of being able to return should she not be comfortable at the facility.

To protect her assets, we structured a deal co-naming her son on the deed, so he will solely inherit the house at a stepped-up basis upon her death. However to be fair to her other children, we amended her will so the son's share of the estate will be reduced by the value of the house at date of death, thereby keeping the other children whole in equal distribution of her estate.

Estate planning and elder care can be a difficult conversation to have - but it is a critically important one with many factors to consider. At Omnia Financial, we are able to help you navigate these important decisions and plans. www.omniafinancial.com

Be sure to follow Omnia Financial on all of your social media platforms!Facebook.com/OmniaFinancialInstagram.com/OmniaFi...
07/28/2026

Be sure to follow Omnia Financial on all of your social media platforms!

Facebook.com/OmniaFinancial
Instagram.com/OmniaFinancial
LinkedIn.com/company/OmniaFinancial

When your clients become good friends, investment strategies are discussed on the water. We are thankful for your contin...
07/26/2026

When your clients become good friends, investment strategies are discussed on the water. We are thankful for your continued friendship and trust in us. www.omniafinancial.com

Recently one of our clients, a New Jersey business owner in his early 60s, suffered a heart attack requiring further sur...
07/23/2026

Recently one of our clients, a New Jersey business owner in his early 60s, suffered a heart attack requiring further surgical intervention. Due to the complex nature of cardiac procedures, his doctors recommended a well-known hospital in New York City.

Thankfully, the client reached out to us, and upon review of his insurance policy we noticed he had an in-state service policy only. Had he gone to the New York hospital for the procedure he would have been personally responsible for all costs, rather than benefitting from his insurance policy coverage and rates.

We encouraged our client to share this information with his doctor, who quickly recommended a New Jersey hospital that he felt was equally equipped to handle the procedure.

At Omnia Financial, LLC, we offer a variety of services to help navigate your financial and insurance needs, and offer personalized service to all of our clients. We are never more than a phone call away. www.omniafinancial.com

Address

1300 Veterans Memorial Highway, Suite 240
Denville, NJ
11788

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 12am - 10pm

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