Your business goals are our priority and we'll help you plan for the long term.
When it comes to investment plans for businesses, each strategy should be as unique as the business it serves. At Osaic Institutions, located at BankFive, we take time to listen to business like you in Massachusetts and Rhode Island, and support them with sound guidance and expert advice. Contact us today to speak with one of our Investment Executives. Osaic can help you find the right solutions for your business, whether you're eyeing a merger, putting together a business succession plan or creating retirement plan options for your employees.
Business planning services include:
- Business succession plans
- Buy/sell agreements
- Deferred compensation plans
- Qualified retirement plans
- Non-qualified retirement plans
Contact us today to discuss your investment needs.
Investment Executive Joseph Shea