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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.

Investment Services

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.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Meet Our Professionals

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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