ONE Source Financial Group, Inc. Wealth Management and Retirement Plan Consultants

CONNECT

Address:

P.O. Box 730
Suffield, CT 06078

Phone:

413-759-0000

Fax/Other:

413-525-2494

Meet our Team

 

Our Team

From L to R: Michele Wojtas, Robert Berriman, Kimberly Cipressi, Daniel Jamroz, Claire Berriman

   

Founded 29 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 relationships with all our clients.

We believe that your money should work as hard as you do to earn it. Hands-on help with your investment and wealth management planning is our guarantee. Let us help you secure your future.

 

 

Robert Berriman- Owner and President
bob@osfgroup.com

Bob founded ONE Source in 1988 in order to provide customized and personalized wealth management and retirement planning services for both individuals and businesses. He earned his Bachelor’s Degree from Westfield State University before pursuing a career in financial services. After graduating, he worked for 13 years with a local, independent firm specializing in the Retirement Plan and Advanced Markets.  He is both a registered representative and an investment advisor licensed in numerous states throughout the U.S.  

Bob is a Qualifying & Life Member of "Million Dollar Round Table" for 33 consecutive years. He is also a 15 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) and a contributing member of the Million Dollar Round Table Foundation.

Bob and wife, Claire, reside in Connecticut and have 4 grown daughters and 9 grandchildren. 

 

 
Daniel Jamroz, Jr.- Independent, Financial Consultant
 

Dan is an independent, financial consultant with ONE Source Financial Group, Inc., providing wealth management and retirement planning services for individuals and businesses. He is both a registered representative and investment advisor representative holding FINRA Series 6, 7, 63, and 65 Licenses. He also holds Life, Accident and Health Insurance Licenses in several northeast states and a Life and Variable Annuities License in Florida.

 

Dan earned a Bachelor's Degree of Arts from Providence College majoring in Business Economics. He also earned a Master's Degree from Providence College and began working on his PhD at Fordham University. After attaining ABD status at Fordham, Dan pursued a career in financial services working for a Fortune 100 company. In 2010 Dan joined ONE Source Financial Group, Inc. to achieve his goal of building an independant practice to better serve the needs and objectives of his clients. He has been a qualifying member of the "Million Dollar Round Table" and the National Association of Insurance and Financial Advisors.

 

Dan lives in Massachusetts with his wife, Shauna, and three children, Madelyn, Jake and Aiden.

                                            

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck