Through Osaic Institutions, Inc., we offer access to a wide range of business financial and insurance products for the financial wellbeing of businesses, their owners, and employees, including:
Employer Sponsored Retirement Plans
From Simple IRAs customized for your business, to programs that can maximize returns and take responsibility off your shoulders, we'll design and install the right plan for you and educate your employees on how it works.
Business Owner Consulting
We can help business owners with many issues that affect their own financial future, including business succession and continuation, family equity, and estate planning strategies.
Insurance
We offer access to specialized plans for business owners and employees including Life, Long Term Care, and Disability insurance.
Contact Paul Vegiard, Financial Advisor, Osaic Institutions, Inc., today at 413-267-1342 or via email at [email protected] to find out how we can help your financial future.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Monson Savings Bank is a subsidiary of Monson Financial Services. Osaic Institutions and Monson Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
