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    369 Financial | Financial Advisors

    5.0 (1 review)
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    2 years ago

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    Omnitrust Financial Group

    Omnitrust Financial Group

    (1 review)

    Southside

    In December 2019 I sent my portfolio to Omnitrust Financial Group. Anthony Kurnellas, the owner…read moreclaimed to be a fiduciary. I invested my hard earned life savings. I am a senior citizen, widow and retired. Right from the beginning I specified to Mr. Kurnellas that I wanted to invest extremely conservatively, in other words not to lose a penny of the principle. Well, that is not what happened. Mr. Kurnellas invested in 2 annuities, a hedge fund that shows returns annually and so far has not made what was projected to me and a large chunk in stocks. In December 2021, I asked numerous times to have my stocks liquidated as I could see trouble coming. Mr. Kurnellas talked me out of it because he wanted to recoup losses even as I requested many times. Now I have a huge loss that I will probably never see again. In addition to that a lot of money was invested in CDs at 2% when the going rate is over 5. Last month I requested to take an annual annuity redemption and though I signed for it, I never received it. At the end of February I decided I had had enough and sent an email to Mr. Kurnellas telling him that I was moving to another brokerage. Suddenly, he became extremely nasty especially when I asked about the whereabouts of the annuity redemption telling me I had dementia and needed to see a doctor and the final straw was him telling me that he would not transfer any of the accounts or help in any way and basically and unprofessionally threw the whole portfolio in my lap to figure out how to liquidate. Fortunately I was able to unravel it all in a couple of hours with the help of all the financial institutions who were all sympathetic when I explained what happened. I paid Omnitrust upwards of 100-120k to manage my account and he disrespected me and stood by while I lost a great deal of money. I am writing this review because I am concerned that he will treat others like this and prevent them from losing their life savings as well.

    369 Financial | Financial Advisors - financialadvising - Updated May 2026

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