About Us
At Ion Investments, our team of financial professionals has earned praise for the high level of expertise, communication, planning, and integrity that we provide to our customers. We operate as a family and business that is looking out for you. Through Ion Bank’s relationship with Osaic Institutions Inc. we offer access to all of the products and services you would expect to find at a “big bank,” delivered with the friendly personalized service that you can only find at Ion Investments.
We focus on financial planning and risk management through our unique 5 Step Process that is aimed to help you achieve your financial goals. Our process starts with a complimentary plan and moves to tactical asset management that is customized for you. At Ion Investments, we are dedicated to keeping you informed with economic insights and market alerts to help guide our decision process.
When you work with an Ion Investments Professional, our team makes investing simple, fast and easy. Connect with us and get on board with one of the fastest growing Wealth Management programs!
WHY ION INVESTMENTS?
33+ Billion in Assets Under Management
We serve thousands of families, businesses, nonprofits and more with products and services offered through Osaic Institutions, Inc. a broker dealer with over 33 billion dollars in client assets. Our parent company Osaic is a network of more than 11,000 financial professionals overseeing more than $500b in assets.
450+ Years of Combined Experience
With experience comes talent, our advisors are skilled in helping you meet your financial goals using our unique, proven, and repeatable process.
ACCESS TO MORE
Our advisors have access to a full array of industry-leading financial planning and wealth management tools and products.
Our 5 Step Process
Step 1: Discovery
Learning your values and listening to what’s important to you.
Step 2: Plan
Financial Planning and providing solutions to align with your goals.
Step 3: Deploy
Efficient implementation of wealth management strategies and transfers.
Step 4: Assess
Deliver desired levels of communication and reviews.
Step 5: Support
Periodic strategy meetings and monitoring of goal progress.
What We Do
- Brokerage and Advisory
- Rollovers and Transfers
- Individual Retirement Accounts (IRAs) and Roth IRAs
- Annuities and Lifetime Income Strategies
- Social Security Planning
- Complimentary Financial Plan and more
- Employer Sponsored plans
- 401(k) Plans
- 403(b) Plans
- SEP IRAs
- SIMPLE IRAs and more
- Business Succession Planning
- Identify your business succession goals
- Minimize gift and estate taxes1
- Retire with an income source
- Insurance needs such as buy-sell agreements, disability, and more
- Access to a robust investment platform
- Portfolio construction to align with risk tolerance
- Discover ways to maximize tax savings, minimize costs, and more
- Estate preservation and distribution planning
- Long-term care plans
- Insurance, asset protection, and more
Ion Investments
1751 Ellington Road
South Windsor, CT 06074
Email: IonInvestments@OsaicInstitutions.com
Community Involvement
Resources
Welcome to our resource center. We have created a library of information on important financial topics that we believe you'll find helpful.CALCULATORS
A host of financial tools to assist you.
ARTICLES
Educate yourself on a variety of financial topics.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
GLOSSARY
Financial terms from A to Z.
NEWSLETTERS
Timely newsletters to help you stay current.
