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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

Videos

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

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »
Transcript

Newsletters

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

  • Life Insurance for Two

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

  • Goodbye Passwords, Hello Passkeys

    As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

  • Why Renters Should Have Their Own Insurance

    Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

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.  

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