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OFG Form CRS

Click here for OFG's Customer Relationship Summary, or "Form CRS".

Contact Us

Please feel free to contact us with any questions.

Welcome to OFG Financial Services, Inc.

Welcome to the website for OFG Financial Services, where you'll find a wealth of information about OFG and our Representatives.  You can also find valuable information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you get to know OFG and our Representatives and to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data and information. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Reviews annual enrollment dates and options for Medicare participants.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you estimate your annual federal income tax liability.

How Long Will Your Funds Last?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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