Through education, careful planning, and calculated execution, our team of financial consultants will help you navigate through all the best and worst that life has to offer.
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President and Financial Consultant at One Financial.
Victor primarily works with business owners, and white collar professionals whose goals are diversification, income protection, conservative investment strategies, and minimizing tax exposure. His primary mission is to prepare clients for uncertainty.
Prior to founding One Financial LLC, Victor graduated from the University of Massachusetts with a bachelors degree in accounting. Right out of college he got a position as an internal auditor for an insurance company, where he first became acquainted with insurance. From there he went on to become an agent at New York Life, where he discovered his passion for financial planning and helping others. Shortly after, Victor started his own holistic financial planning practice.
He firmly believes that you cannot be all things to all people. He is partnered with five other industry leaders to provide only the best for his clients.
He enjoys spending time with his family, playing sports, and serving at his fathers church.
Financial Services Professional
Gary A Szewczyk, of The Life Planning Retirement Group, has a wealth of experience regarding life and financial services planning. Working in the funeral industry and building two very successful businesses from scratch, has provided Gary a wealth of life experience.
- Distribute a persons assets, using sound and safe money strategies.
Property and Casualty Insurance Specialist
Aleksandr specializes in Property and Casualty Insurance. With over six years of experience and access to top insurance companies, he helps individuals and businesses stay on top of their insurance needs. He does the annual rate shopping, so you could do the do the saving.
Alex and his wife Diana have two adorable kids and live in Agawam, MA. They love spending time together outdoors and fishing. Alex is very involved with his community and serves at his fathers church in Chicopee, MA.
President of AccessHealth Wellness, LLC, a Wealth and Health Protection Agency.
Helki is an advocate of protecting wealth, health, and wellness.
Ms. Roundtree is the Co-founder and Provost of the American School of Nedicine, an online bilingual alternative health and medicine school. Nedicine is a healing art, based on nature and the science of energy and information.
Helki gives back to her community as a non-executive board member and Program Director of YLTRAPPED (Young Ladies Taking Responsibility and Portraying Proper Educational Development), a non-profit organization that grooms young ladies ages 14-21 to succeed academically, financially, and socially within their communities.