Your financial future, guided with clarity and care.
Comprehensive planning and wealth management, delivered with the personal service you'll only find close to home — through Ion Bank's relationship with Osaic Institutions, Inc.
In client assets at Ion Investments.
Years of combined Ion Investments advisor experience.
Overseen across the Osaic network of 11,000+ professionals.
Osaic Institutions, Inc. uses BNY Pershing — a leading U.S. clearing and custody firm — for clearing and custody services.
Big-bank capabilities, delivered like family.
Our team of financial professionals brings expertise, clear communication, and integrity to every relationship. Through Ion Bank's relationship with Osaic Institutions, Inc., we provide access to a wide range of investment and insurance products offered through Osaic. These are similar to what you'd expect at a larger financial institution, but delivered with the personalized service you'd find at Ion Investments.
We focus on financial planning and risk management through our repeatable 5-step process — starting with a complimentary plan and moving to tactical asset management, customized for you.
Access to more — a wide range of planning and wealth-management tools, products, and insight offered through Osaic.
A repeatable 5-step process, built around you.
Our repeatable process is designed to help you achieve your goals — from the first conversation to ongoing support.
Discovery
We learn your values and listen closely to what matters most to you.
Plan
We build a financial plan and solutions aligned with your goals.
Deploy
We implement wealth-management strategies and transfers efficiently.
Assess
We deliver the communication and reviews you want, on your schedule.
Support
We meet periodically and monitor progress toward your goals.
Planning for every chapter of life.
- Brokerage and advisory accounts
- Rollovers and transfers
- Traditional and Roth IRAs
- Annuities and lifetime income strategies
- Social Security planning
- Complimentary financial plan
- Employer-sponsored plans — 401(k), 403(b), SEP & SIMPLE IRAs
- Business succession planning
- Buy-sell agreements and key-person insurance
- Strategies to minimize gift and estate taxes
- Access to a robust investment platform
- Portfolio construction aligned to your risk tolerance
- Tax-efficient strategies and cost minimization
- Estate preservation and distribution planning
- Long-term care planning
- Insurance and asset protection
Ready to take the next step?
Book your complimentary, no-obligation consultation today and start building a plan that's truly yours.
Book your complimentary consultationMeet the people behind your plan.
Our advisors serve Ion Bank branches across Connecticut, New Jersey, and Massachusetts. Find yours by town — or browse the whole team.
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Financial terms explained, from A to Z.
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