Press releases | Heffernan Insurance Brokers

SAN FRANCISCO, November 22, 2022 /PRNewswire/ — Heffernan Financial Services has entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Oslandand its team of four employees, joined Heffernan Financial Services as of November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19e office in United States.

Michael Osland has 35 years of experience in the financial services industry and founded Osland Financial Group in 1996. Osland specializes in a wide range of financial products and services for individuals and business owners, including wealth management, retirement strategies, insurance and annuity products.

“We are delighted to continue to expand our footprint in the South West with our recent acquisition in New Mexicoand now more Phoenix Region. Osland’s Financial Group is a perfect fit with the Heffernan Financial Services team as they share our passion for exceptional customer service by providing their customers with customized solutions to meet their ever-changing needs. ” said Blake ThibaultCEO of Heffernan Financial Services.

“The Osland Financial Group team is thrilled and honored to be part of the Heffernan brand,” said Michael Osland, now Senior Vice President of Heffernan Financial Services. “Heffernan brings 35 years of industry knowledge and has built a culture that is rare to find. Our goal has always been to treat everyone we touch like family and at Heffernan, that is exactly what we have experienced.”

About Heffernan Financial Services

Heffernan Retirement Services is a full-service financial services firm, providing strategies and solutions for corporations, foundations and individuals. With a team dedicated solely to pension plans, the group has over seventy-five years of experience in advisory services.

Heffernan Retirement Services believes that all employees deserve the opportunity to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.

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The Financial Times 401 Top Retirement Plan Advisors is an independent list produced annually by the Financial Times (September 2017). The FT 401 is based on data collected from advisors, regulatory disclosures and FT research. The list reflects each advisor’s status in seven main areas: DC plan assets under management (AUM), DC AUM Growth Rate, DC Plan Specialization, Years of Experience, Advanced Industry Benchmarks, Compliance Record and DC Plan Participation Rate. This honor is not indicative of the advisor’s future performance. Neither the advisers nor their parent companies pay any fees to the Financial Times in exchange for their inclusion in the FT 401.

Heffernan Retirement Services Financial Advisors are Registered Representatives of, and Securities Advisory Services and the Retirement Advisory Program are offered by LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered by Global Retirement Partners, LLC, a registered investment adviser. Global Retirement Partners, LLC, Heffernan Retirement Services and Heffernan Financial Services are separate unaffiliated entities from LPL Financial.

SOURCE Heffernan Financial Services

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