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

Products & Services

ONE Source Financial Group, Inc. offers a wide range of services to both individual and business clients. Our clients range in size from individuals to start-up enterprises to those with millions of dollars in sales. We have been providing business advice since 1988.

Every one of our clients receives the personal attention of a ONE Source Investment Professional. When you visit us, you will be welcomed by a team of advisors that will recommend investments that are consistent with your unique objectives.

At our firm, we provide expert assistance  in the following areas:

RETIREMENT PLAN SERVICES       

  • Enrollment Services
  • Individual Retirement Planning Analyses for Employees
  • Employee Communication Materials
  • Employee Investment Advisory Services
  • Instant Access to Account Information
  • Customized Plan Design
  • Record Keeping
  • Employer Summary and Individual Participant Statements

INVESTMENT SERVICES

  • Stocks, Bonds and Mutual Funds
  • Variable and Fixed Annuities/IRAs
  • Fee based Investment Advisory
  • 529 Plans
  • Brokerage Accounts
  • Asset Allocation  
  • Asset Rebalancing

INSURANCE PROGRAMS

  • Life Insurance 
  • Disability Insurance 
  • Health Insurance
  • Long Term Care

 BUSINESS PLANNING AND EMPLOYEE BENEFITS

  • Executive Benefits
  • Deferred Compensation
  • Buy-Sell Funding
  • Key Person Coverage   
  • Employee Benefits - Life/Health/Dental & Disability Insurance                     

 

 

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