Our Broker


OFG Financial Services, Inc. is a full service broker/dealer licensed in 20 states. They offer mutual fund investments managed by more than 70 different mutual fund companies.These include most of the largest mutual fund companies in the world. In addition, they offer variable annuities and variable life insurance through some 40 major insurance companies.

While a number of OFG's FINRA Registered Representatives are actively working in the public school or college and university market, they also offer retirement and investment planning services to individuals, small business, and large corporate and nonprofit institutions.

Through their affiliate organization, OFG Planning Services, Inc., they offer full service Sec 125 “Cafeteria” Fringe Benefit plans, long-term care insurance, and individual and group life insurance.