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Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
777 Scudders Mill Road, Plainsboro Township, New Jersey, United States
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About the Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
Omni 360 Advisors LLC (Formerly Shah Total Planning LLC) is a comprehensive financial institution located at 777 Scudders Mill Road, Plainsboro Township, New Jersey, United States. Our team consists of in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance Agents who are dedicated to partnering with you through life's opportunities and challenges.
We offer a 360 approach to creating and implementing powerful life and legacy plans for our clients' long-term success. Our services cater to individuals, families, businesses, retirees, executives, professionals, and young professionals. From tax planning strategies to estate tax and distribution planning, retirement planning, and insurance needs analysis, we provide a wide range of financial support and planning services.
At Omni 360 Advisors, we prioritize your financial success and work towards designing, building, and protecting a comprehensive, long-term plan that aligns with your values, needs, concerns, and hopes. Whether you are a business owner, retiree, executive, young professional, or individual in transition, we are here to guide you through the maze of financial decisions and help you secure a stable future.
We are committed to safeguarding the confidential information of our clients and comply with the California Consumer Privacy Act (CCPA). Our firm holds all personal information provided to us in the strictest confidence and does not disclose information to non-affiliated third parties, except as permitted by law. Your privacy and data protection are of utmost importance to us.
Please note that the content provided on our website is for informational purposes only and should not be considered as financial, investment, tax, or legal advice. It is advisable to consult with financial, legal, or tax professionals for specific information regarding your individual situation. Advisory services are offered in the State of New Jersey and in other jurisdictions where exempted.
Join our amazing team and explore all available job listings at Omni 360 Advisors LLC. Let us help you secure your family business legacy, plan for retirement, and navigate through life's financial challenges with expert succession and tax planning tips. Your future depends on what you do today, and we are here to support you every step of the way.
Photos of Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
777 Scudders Mill Rd Building 4, Suite 101, Plainsboro Township, NJ 08536, United States
Opening hours of Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)
"Shah & Associates is such a professional and caring group of people who always keep their clients best interests in mind. When you are looking at financial and tax planning, there is no better team of people the Neel Shah and his staff. You get more than just outstanding product and service, you get educated. One of the few companies I know that educate you with every aspect of your financial life. I highly recommend them!"
"Neel and the team are amazing to work with. As an attorney myself, I know how important it is to find the right team to plan and protect your assets. I worked with Neel on my parents estate plan and couldn't have been happier with the process and outcome. If you are looking for the most knowledgeable and professional team to ensure your assets are safe and your affairs are in order, look no further!"
"I contacted several elder law attorneys before deciding to work with Neel Shah. I found Neel and his team to be the most knowledgeable, helpful, caring, patient, and responsive of any firm I spoke with. They are head and shoulders above the rest. For example, when I first called, I was able to speak with Neel the same day. He is available by phone, email, and online chat. His website also has a lot of good videos to help make sense of estate and trust planning. Neel was the only elder law attorney who knew anything about the VA Aid and Attendance Program—a substantial benefit that my mother qualifies for that others either gave me incorrect information about or didn’t know about. Neel is obviously dedicated to and genuine about helping families plan for Medicaid coverage and the protection of assets. I recommend him."
"My family and I have been incredibly fortunate to connect with and have the Shah and associates team help us over the last 6 months on wills, trusts, estate planning, and financial planning and investments. The team did an incredible job listening and educating us on the overall process and options at hand. Given their multiple areas of expertise, it benefited our planning as the approach was very holistic and integrated from the setup of the will/trust to the financial planning and investment strategy that ultimately tied to our long term estate and wealth preservation plans. They took extreme care in enrolling my entire family including doing video conferences with my son in another state to insure alignment with the plans. The execution of the plan went flawlessly (super efficient, detailed, and organized) and the team did a really nice job of keeping me informed all along the way. The capabilities, diligence, approach, and service has been first class all around and I highly recommend them."
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