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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

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

More Videos »
Transcript

Newsletters

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

More Newsletters »

LPL Financial Form CRS

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.  

Form CRS

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