Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the 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 excited to continue to expand our footprint in the Southwest with our recent acquisition in New Mexico, and now the greater Phoenix area. The Osland Financial Group is a perfect fit with the Heffernan Financial Services team as they share our passion for exceptional customer services by providing their clients with customized solutions to meet their everchanging needs.” said Blake Thibault, Managing Director of Heffernan Financial Services.
“The Osland Financial Group team is excited 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 as family and at Heffernan that’s exactly what we have experienced.”
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About Heffernan Financial Services
Heffernan Retirement Services is a full-service financial services firm, offering strategies and solutions for corporations, foundations, and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.
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