Skip to main content
  • Home
  • Meet The Advisors
    • Dean DiGregorio
    • Chris Connelly
    • Jamie Swasey
  • About Us
    • Our Qualifications
    • Our Services
    • Small Business Owners / Plan Sponsors
    • Plan Participants / Individual Investors
  • Resources
    • Articles
    • Flipbooks
    • Newsletters
    • Glossary
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Contact Us

291 Main St.
Suite 103
West Newbury, MA 01985

Phone:

  • 978-363-1677

E-mail:

  • Dean DiGregorio: dean@oneretirementsource.com
  • Chris Connelly: chris@oneretirementsource.com
  • Jamie Swasey: jamie@oneretirementsource.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

More Videos »
Transcript

Newsletters

  • Be Storm Smart: How to Prepare for Extreme Weather

    More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

More Newsletters »

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/ SIPC , a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth.  

Form CRS

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