OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s more than 40-year history, our approach has always been consultative and rooted in trust. Our staff includes seasoned professionals that average 10 years of experience within the industry. All advisors of our firm have obtained their Accredited Investment Fiduciary® (AIF) designation.

These are just a few of the many tools in our toolbox that help you ensure your qualified retirement plan is optimized and in accordance with ERISA:

*Competitive Fee and Benchmarking Study
*Employee Education Roadmap to Retirement
*Fiduciary Support

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member SIPC, sipc.org. 
Insurance products are offered through LPL or its licensed affiliates.

Community Bank, NA and OneGroup Retirement Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneGroup Retirement Advisors, and may also be employees of Community Bank, NA. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank, NA or OneGroup Retirement Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

OneGroup Retirement Advisors

Org chart

Teams

Offices