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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.

Details 401(k) contribution and catch-up limits for maximizing savings.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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Describes retirement plan options that help self-employed workers save on taxes.

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Will you be able to afford nursing home care?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Determine whether you should consider refinancing your mortgage.

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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