Broker Check
Omni Financial Advisory Group

315 Titusville Road
Poughkeepsie, NY  12603

 Office: (845) 452-4311
Fax: (845) 473-9104

gbayer@omnifinancialadvisory.com
sstahley@omnifinancialadvisory.com

Our Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Mutual Funds
  • Closed End Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Business Development Companies
  • Common Stock
  • Alternative Investments
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Rollover Retirement Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Tax Plans
  • 401 (k) Planning
  • Uni-k Plans
  • 403 (b) Planning
  • College Plans (529 Plans)
  • Estate Plans
  • Money Purchase Pension Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Trusts

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Funeral Trusts