Founded 20 years ago, ONE Source Financial Group, Inc. continues to place the utmost value on our client's financial goals and objectives. The staff strives to build long term, trustworthy relationships with all our clients.
We believe that your money should work as hard as you do to earn it. Hands-on assistance with your investment and wealth management planning is our guarantee. Let us help you secure your future.
Bob founded the company in 1988 after working 13 years with another independent firm specializing in the Retirement Plan and Advanced Markets. A graduate of Westfield State College, Bob is a Qualifying & Life Member of Million Dollar Round Table for 26 consecutive years. He is also a 9 time Qualifying Member of "Top of the Table", an organization comprised of less than 1% of the top Financial Services professionals worldwide. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the current President of the Suffield Sports Council, Inc., a board member of the Suffield Athletic Hall of Fame, and a contributing member of the Million Dollar Round Table Foundation. Bob and wife, Claire, have 4 grown daughters and 7 grandchildren.
Daniel Jamroz, Jr.- Independent, Financial Consultant
Dan joined ONE Source Financial Group, Inc. in March 2010 and is both a Registered Representative and Investment Advisor Representative. He earned his Bachelor’s Degree in Business Economics from Providence College where he also obtained his Master of Arts Degree. He is currently in ABD status for his PhD at Fordham University. Prior to joining ONE Source, Dan worked as a Registered Representative for New York Life and NY Life Securities. He is a qualifying member of the Million Dollar Round Table and a member of the National Association of Insurance and Financial Advisors. He and his wife, Shauna, welcomed their first child, Madelyn, in November 2009.
Joining ONE Source Financial Group, Inc. in March of 2000, Claire has over 20 years of experience in the insurance industry. She received a bachelor’s degree in education from Westfield State College. Her duties as office manager include accounting, supervising and group retirement plan administration. Claire resides in Northern Connecticut with her husband Bob. Together they have 4 grown daughters and 7 grandchildren.
Kim joined ONE Source Financial Group, Inc. in January of 2007. She is responsible for the office’s technology support as well as maintaining all new and existing auto policies and employee benefit programs. Kim currently resides in Northern Connecticut with her husband, Phil and daughters Hailey and Brooke.
Michele Joined ONE Source Financial Group, Inc. in January 2011. She has over 20 years experience in the banking and insurance industry. She is responsible for marketing, setting up and maintaining new business accounts and administrative support. Michele has recently moved back to Northern Connecticut with her husband Bob. They have two grown children and 3 grandchildren.
Robert Berriman is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. ONE Source Financial is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised from WRP Investments, Inc. office at 4407 Belmont Avenue, Youngstown, OH 44505. 800-589-2023. Securities activities are available to residents of the following states only: CA, CT, FL, MA, NJ, NY, OH, SC, VT and WA.
