100 West Road
We Advocate for What is Most Important to You
Financial education, meticulous planning, & clear guidance for your family and your future.
We're here for you, offering advice and support throughout all life's milestones.
Your Journey Starts Here
We can help you bridge the gap between where you are and where you want to be.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our team approach offers a range of services to provide more benefits to our clients.
At OFG, we take pride in serving our clients by taking the time to know them and by taking the worry away from them. We want our clients to live a fulfilled life and one that comes from feeling financially independent. Our process allows them to achieve a sense of security by following a plan while knowing we are behind them each step of the way.
"It can be your plan or someone else's plan. Which one do you want it to be?"
- Kathie Okun