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Douglas M

ChFC®, Series 63

San Angelo, TX

OFG Financial Services, Inc.

Douglas Massey is a financial advisor with OFG Financial Services, Inc. in San Angelo, Texas, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with OFG Financial Services since 1997 and has worked as a self-employed advisor since 1985. Massey is also involved in insurance and fixed annuity sales through his own business and serves on investment committees for NAIFA chapters without compensation. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with approximately $271 million in assets and 850 client relationships. The firm offers portfolio management, written financial planning, and consulting while employing fundamental analysis to build portfolios that often emphasize no-load mutual funds, managing accounts on a non-discretionary basis and facilitating client-directed brokerage.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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