Our Services

OFG and your OFG Representative will walk you through a step-by-step process that will help make you feel confident in your financial and investment decisions.

Once your goals have been established, we will discuss appropriate investment products and strategies to suit your vision and objectives.  We can also help you establish a sound financial and retirement plan utilizing the following products:


  • IRA's, Roth IRA's, Non-Qualified Accounts
  • Retirement Plan Platforms [for 403(b), 401(k), 457 and other types of Plans]
  • Mutual Funds
  • Variable and Fixed Annuities
  • Brokerage accounts
  • Stocks, Corporate Bonds, Municipal Bonds, Government Securities
  • Unit Investment Trusts
  • 529 Plan Investments
  • Fee-Based Investment Management and Planning

OFG's Representatives also offer Section 125 "Cafeteria" employee benefit plans, which may include group insurance products such as dental, vision, disability, life, cancer, and other insurance products.