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OMNI Investment Services

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Our Clients Are Our Priorities

At OMNI Investment Services, our clients are our focus. We know you work hard, and we want your investments to work hard for you.

Investments

We serve individuals and businesses in all areas of financial management.

Contact a Representative

OMNI Investment Services has experienced Investment Representatives to help you pursue your goals. Find and contact the representative near you.

Stay Ahead of the Curve

We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Meet Our Advisors

Aaron Puff

Aaron Puff

Financial Advisor

[email protected]

Stacy Snow

Stacy Snow

Client Services Specialist

269-441-1400 x1494

[email protected]

William Bouma

William Bouma

Financial Advisor

[email protected]

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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