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One Source Health & Wealth Management logo — company profile

One Source Health & Wealth Management

Founded 2015 United States Fair Oaks, United States 5 employees

General Information

Company Name One Source Health & Wealth Management
Founded Year 2015
Location United States Fair Oaks, United States +1
Employees 5
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About One Source Health & Wealth Management

About Us One Source Health and Wealth Management is an independent registered investment advisory firm and insurance agency. We first established a Voluntary Benefits Advisory Network to address the needs of small to mid-sized businesses, giving employers and their employees access to attractive rates and plans from carriers typically only given to large organizations. After helping hundreds of business groups, and thousands of employees with their benefits and insurance needs, we recognized that our clients needed broader financial planning and asset management solutions that worked in conjunction with their core benefits. Our Mission One Source Health and Wealth Management strives to provide expertise and professional services using comprehensive strategies of integration, coordination and communication of all areas of planning. Partnering with brokers and advisors utilizing voluntary benefits, retirement plan management, investments and financial planning solutions for institutions, employees, and individuals. Our Expertise With over 37 years of combined insurance, investment, wealth management and voluntary benefits experience, One Source has the ability to embrace changing market opportunities such as health care reform, changes in company sponsored retirement plans, etc.. Our highly experienced team, products and technology position our company and yours for long-term success. Our Passion Helping our clients with customized benefit, investment and insurance solutions utilizing a cash flow based financial planning approach. Creating exclusive financial strategies for businesses, employers, individuals and families to meet or exceed their goals and objectives, before and during retirement.

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One Source Health & Wealth Management Alternatives & Competitors

One Source Health & Wealth Management vs
Wright Financial Group LLC
Wright Financial Group LLC United States

We believe every client deserves personalized financial solutions. Regardless of where you are on yo...

14 employees
Financial Services, Wealth Management
One Source Health & Wealth Management vs
Westchester Benefit Group, Inc.
Westchester Benefit Group, Inc. United States

A One-Stop-Shop for Families & Small Businesses - Insurance, Investing, Employee Benefits, Financial...

12 employees
Financial Services, Insurance
One Source Health & Wealth Management vs
E.A. Buck Financial Services
E.A. Buck Financial Services United States

The E.A. Buck Company has been helping families with all their financial planning needs since 1980

42 employees

FAQ About One Source Health & Wealth Management

About Us One Source Health and Wealth Management is an independent registered investment advisory firm and insurance agency. We first established a Voluntary Benefits Advisory Network to address the needs of small to mid-sized businesses, giving employers and their employees access to attractiv...
One Source Health & Wealth Management was founded in 2015.
One Source Health & Wealth Management is headquartered in Fair Oaks, United States.
One Source Health & Wealth Management has approximately 5 employees.
Top alternatives and competitors to One Source Health & Wealth Management include Wright Financial Group LLC, Westchester Benefit Group, Inc., E.A. Buck Financial Services, Sheets Smith Wealth Management, Inc., Corporate Plans Retirement Strategies LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
One Source Health & Wealth Management and Wright Financial Group LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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