OMNI Investment Services Partners with TruStage & LPL Financial to Elevate Investment and Wealth Management Services

OMNI Investment Services is proud to announce an exciting partnership with TruStage and LPL Financial, aimed at providing enhanced investment and wealth management services to its valued members. This collaboration underscores OMNI Investment Services’ commitment to delivering comprehensive financial solutions tailored to meet the diverse needs of its members.

TruStage brings its wealth of experience and expertise workingwith credit unions to support financial professionals and provides advanced data and member insights to this partnership.  By teaming up with TruStage and LPL Financial, OMNI Investment Services aims to empower its members with access to a wide range of investment products and services designed to help them pursue their financial goals.  

In addition to partnering with TruStage, OMNI Investment Services is also collaborating with LPL Financial, a leading provider of investment and wealth management services. LPL Financial’s extensive tools, resources, integrated technology platform and business management solutions will further enhance OMNI Investment Services’ ability to offer personalized investment strategies, retirement planning, and wealth management solutions to its members.

"We are thrilled to partner with TruStage and LPL Financial to bring expanded investment and wealth management services to our members," said Mark Cramer, CEO at OMNI Community Credit Union. "This collaboration reflects our ongoing commitment to providing our members with the tools and resources they need to build a secure financial future."

The partnership with TruStage and LPL Financial reinforces OMNI Investment Services’ dedication to delivering exceptional value and service to the credit union members.  By offering access to professional investment advice, innovative financial solutions, and personalized wealth management strategies, OMNI Investment Services aims to help its clients navigate their financial journey with confidence.