One Source Financial Group

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

1054 N Grand St, West Suffield, Connecti...

Phone Number

(413) 759-0000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About One Source Financial Group

ONE Source Wealth Management is dedicated to assisting clients in navigating their financial futures through personalized wealth management strategies. With over 30 years of expertise, they offer a range of services including investment management, retirement planning, and insurance programs tailored to individual needs. The firm emphasizes the importance of understanding each client's unique financial goals and provides resources to help them achieve those objectives. Their target clients include individuals and businesses seeking comprehensive financial guidance and support.Explore more
One Source Financial Group's Social MediaPopular SearchesONE Source Financial Group IncSource Financial Grouposfgroup.comFinancial PartnersOne Source Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

One Source Financial Group Org Chart

PhoneEmail
CB
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

One Source Financial Grou...

<$5M
1-10
Private
-
1988
CB
Claire BerrimanDirector, Operations
$5.1M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
-
2009
AL
Anthony LaMacchiaInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

One Source Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

One Source Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about One Source Financial Group.

One Source Financial Group Tech Stack

A closer look at the technologies used by One Source Financial Group

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Frequently Asked Questions Regarding One Source Financial Group

What is One Source Financial Group's official website?
One Source Financial Group's official website is www.osfgroup.com
What is One Source Financial Group's Revenue?
One Source Financial Group's revenue is <$5 Million
What is One Source Financial Group's SIC code?
One Source Financial Group's SIC: 62,628
What is One Source Financial Group's NAICS code?
One Source Financial Group's NAICS: 52,523
How many employees does One Source Financial Group have?
One Source Financial Group has 1-10 employees
What industry does One Source Financial Group belong to?
One Source Financial Group is in the industry of: Finance, Securities Trading
What is One Source Financial Group competition?
One Source Financial Group top competitors include: SagePoint Financial, Ameriwealth, Worthington Wealth Management, Morrow Financial Services
What technology does One Source Financial Group use?
Some of the popular technologies that One Source Financial Group uses are: Google Font API, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact One Source Financial Group?
One Source Financial Group contact info: Phone number: (413) 759-0000 Website: www.osfgroup.com
What does One Source Financial Group do?

ONE Source Wealth Management is dedicated to assisting clients in navigating their financial futures through personalized wealth management strategies. With over 30 years of expertise, they offer a range of services including investment management, retirement planning, and insurance programs tailored to individual needs. The firm emphasizes the imp... ortance of understanding each client's unique financial goals and provides resources to help them achieve those objectives. Their target clients include individuals and businesses seeking comprehensive financial guidance and support.Read More

What are One Source Financial Group social media links?
One Source Financial Group Linkedin page One Source Financial Group Twitter page One Source Financial Group Facebook page
Is One Source Financial Group a public company?
One Source Financial Group is private company therefore does not currently have an official ticker symbol
See more information about One Source Financial Group

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