Non-deposit products are not FDIC insured, not deposits, may lose value, and are not bank guaranteed.
Unlock new opportunities to help grow and manage your wealth
Life is full of important financial decisions, and HarborOne Investment Services is here to help guide you through them. Whether you're a newly married couple, parents planning for a child’s education, preparing for retirement, or navigating an unexpected job change, an Osaic Institutions Financial Professional at HarborOne Investment Services can help you work toward your financial goals.
Who we are
HarborOne Investment Services provides access to a wide range of investment and insurance products through Osaic Institutions, Inc., Member FINRA/SIPC. Our experienced financial professionals are conveniently located at HarborOne banking centers across eastern MA and Rhode Island, making it easy to receive personalized financial guidance close to home.
What you can expect
Personalized Guidance
Enjoy access to experienced financial professionals who take the time to understand your financial goals and create a plan just for you.
Integrated Wealth Solutions
From retirement planning to investments, we provide seamless support to help you make informed decisions, no matter your starting point.
Your Trusted Local Partner
We're rooted in your community, providing reliable support to help you achieve your financial goals every step of the way.
Planning for your family's future
Life is full of changes, and we're here to support you with customized solutions designed to meet your family's evolving needs. Whether you're preparing for educational expenses or building financial security, our financial professionals are ready to help:
- Education Funding: Prepare for future educational expenses with flexible funding strategies.
- Investment Planning: Build a portfolio aligned with your financial goals and family priorities.
- Insurance Planning: Protect your loved ones with strategies to safeguard your financial future.
Securing your retirement and legacy
As you plan for retirement, we offer personalized guidance to help you feel confident about the future. From ensuring a comfortable retirement to protecting your legacy, our financial professionals provide strategies to help you achieve your goals:
- Retirement Planning: Plan for a secure and comfortable retirement with our comprehensive support.
- 401(k) Planning: Maximize your retirement potential through personalized 401(k) strategies.
- Estate Conservation: Protect your legacy with strategies to preserve and pass on your wealth.
- Business Planning: Ensure the long-term success of your business with tailored planning solutions.
Contact an Osaic Institutions Financial Professional Today
Joseph Shea
Financial Advisor
508-895-1454
joseph.shea@osaicinstitutions.com
Check the background of any investment professional on FINRA's BrokerCheck.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. HarborOne Investment Services is a trade name of HarborOne Bank. Osaic Institutions and HarborOne Bank are not affiliated.
| Not Guaranteed by the Bank | Not FDIC Insured | Not a Deposit |
| Not Insured by Any Federal Government Agency | May Lose Value Including Principal |
