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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.

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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

How much Disability Income Insurance do you need?

How much would your monthly lease payment be?

How Long Will Your Funds Last?

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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