Jacksonville 4.0 (4)
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Omnitrust Financial Group is a local business serving Jacksonville.
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Claim this listing4.0 on Google from 4 reviews · Read on Google
Recent Google reviews
Would highly NOT recommend this guy!! He was borderline rude to me at the 3rd meeting. I was shocked! He had all my statements at first meeting and I was very clear about all retirement accounts and how one in particular had been set up. He finally clued in to it after I explained on first meeting. He said it would be “too much work” for him and that he wasn’t interested. Well I did move it and it wasn’t too much work. Obviously not enough commission (fiduciary) money in it for him. The portfolio was enough prior to that. There was some other advice given that was also not sound when speaking to others. I have never given a bad review but really felt compelled to do so. BEWARE!
My husband and I have met with Anthony several times and to say we are impressed, is an understatement. He is beyond passionate about what he does and was very patient to answer every question my husband had. My husband is difficult to impress since he has been investing his own money for many years. We think Anthony was professional and put us at ease. We are excited about working with him!
Easy to schedule appts, financial adviser has evening hours which is convenient if you work. Anthony K. has really user friendly financial software to help with explaining market changes, account gains and loses, market volatility, etc. This total transparency is refreshing. Anthony has necessary licenses/certifications to provide financial advice. He is a fiduciary adviser and his FINRA showed no disclosures or complaints. So far I'm pleased with his services. He is a wonderful educator and explains things in laymen terms for those of us who are financially challenged with respect to market trends.
Mr. Kurnellas has given me a worry free retirement. I let him invest my savings, stocks and IRAS into products that doubled my monthly income.
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