Last updated

december 7, 2023

Privacy Policy


OMNI ("we," "us," or "our") is committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. The Policy outlines how we collect, use, and protect your information when you engage with our services or visit our website.


Information We Collect

We may collect the following types of information:

  • Personal Information: Name, phone number, email address, and other contact details you provide through our contact forms, email communications, or phone inquiries.

  • Business Information: Details about your company’s financial health, organizational structure, and goals, provided during our consulting engagements.

  • Website Data: Information collected via cookies and analytics tools, including IP address, browser type, and website usage patterns.


How We Use Your Information

We use the information collected for the following purposes:

  • Service Delivery: To provide tailored CFO services, business performance consulting, and strategic financial guidance.

  • Customer Support: To respond to inquiries and requests in a timely manner.

  • Business Improvement: To enhance our services, streamline operations, and better address client needs.

  • Legal Compliance: To comply with applicable laws, regulations, and legal obligations.


Sharing Your Information

We do not sell, rent, or trade your personal information. We may share your information with trusted third parties, such as:

  • Service Providers: Vendors who assist with delivering our services (e.g., IT support, analytics).

  • Legal Authorities: When required by law or to protect our legal rights.

We implement robust security measures to protect your data against unauthorized access, loss, or misuse. While we strive to ensure the security of your information, no system can guarantee absolute protection.

You have the right to:

  • Access Your Data: Request a copy of the personal information we hold about you.

  • Update Your Data: Correct inaccuracies in your personal information.

  • Delete Your Data: Request the deletion of your personal information, subject to legal or contractual obligations.


Office Locations

Fort Myers Office
12610 New Brittany Blvd
Fort Myers, FL 33907
Phone: (239) 939-4455

Tampa Office
3708 W Swann Avenue, Suite 103
Tampa, FL 33609
Phone: (813) 384-3888

Orlando Office
1615 Edgewater Drive, Suite 150
Orlando, FL 32804
Phone: (407) 316-8043

OMNI Resource Group LLC is independently owned and operated and offers its own suite of products and services entirely independent of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is not affiliated with OMNI Resource Group LLC. Certain individuals associated with OMNI Resource Group LLC are registered through OMNI Financial Services and offer securities and investment advisory services through Cetera Advisor Networks LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. OMNI Financial Services is independently owned and operated. Individuals registered with Cetera Advisor Networks LLC are authorized to offer only securities and investment advisory services that have been specifically approved by Cetera Advisor Networks LLC. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether the are registered representatives and/or investment advisor representatives. At https://brokercheck.finra.org/ you may also refer to their individual bios to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services.

© Copyright Omni Resource Group

OMNI Resource Group LLC is independently owned and operated and offers its own suite of products and services entirely independent of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is not affiliated with OMNI Resource Group LLC. Certain individuals associated with OMNI Resource Group LLC are registered through OMNI Financial Services and offer securities and investment advisory services through Cetera Advisor Networks LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. OMNI Financial Services is independently owned and operated. Individuals registered with Cetera Advisor Networks LLC are authorized to offer only securities and investment advisory services that have been specifically approved by Cetera Advisor Networks LLC. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether the are registered representatives and/or investment advisor representatives. At https://brokercheck.finra.org/ you may also refer to their individual bios to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services.

© Copyright Omni Group

OMNI Resource Group LLC is independently owned and operated and offers its own suite of products and services entirely independent of Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is not affiliated with OMNI Resource Group LLC. Certain individuals associated with OMNI Resource Group LLC are registered through OMNI Financial Services and offer securities and investment advisory services through Cetera Advisor Networks LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. OMNI Financial Services is independently owned and operated. Individuals registered with Cetera Advisor Networks LLC are authorized to offer only securities and investment advisory services that have been specifically approved by Cetera Advisor Networks LLC. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether the are registered representatives and/or investment advisor representatives. At https://brokercheck.finra.org/ you may also refer to their individual bios to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services.

© Copyright Omni Group