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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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Outlines steps toward handling financial setbacks and emerging stronger.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Will you be able to afford nursing home care?

Estimate the future value of your current savings.

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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