CALIFORNIA CONSUMER

OMNI 360 WEALTH INC, formerly known as Sound Financial Solutions, Inc., was founded in 1996 by Linda Farinola as a "Fee Only" Financial Planning and Wealth Management services firm. Our philosophy is to provide each client with expert advice and the highest level of personalized service. We are located in Plainsboro, NJ and service clients locally as well as nationally. We have five investment advisors, Linda Farinola, James Colitsas, Bryan Katz, Neel Shah & Frank Fernandez. As a Registered Investment Advisor based in the State of New Jersey, Linda, Jim, Bryan and Omni 360 Wealth are required to act in the client's best interests in all aspects of the financial relationship. The company is also bound to adhere to the Financial Planning Association's principals of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence... We provide Financial Planning and Investment Management services to individuals, families, small businesses and related entities,..

Primary location: Plainsboro United States