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Invest for impact with Non-Profit Retirement Plans

As a non-profit institutional investor, you understand the vital role your organization plays in the well-being of our community. At Chelsea Groton Financial Services, we are focused on strengthening community connections by contributing to local foundations and non-profits like yours.

We make decisions based on your organization’s best interest, regardless of proprietary structure. We’ll work to build a customized portfolio designed to maximize your organization’s return while mitigating risk. You’ll be able to focus on your organization’s mission and to plan and prioritize more effectively.      

Our commitment to environmental and social impact investing honors your organization’s beliefs, and unlike larger, non-local financial institutions, we offer invaluable connections back to our community.

Together, we’ll strive to build strong, vibrant communities by helping your organization achieve its investment goals.

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Foundations and endowments

Having an advisor oversee investments helps to keep your organization on track with its mission and goals. Our Financial Services team can ensure your funds are invested in alignment with the values of your organization and who or what you serve. They’ll work hard to keep the funds working for years to come. Our financial advisors can also assist boards by providing guidance and education.

Retirement planning for 501(c)(3) tax-exempt organizations

SIMPLE IRA Plans (Savings Incentive Match Plans for Employees): For employers with 100 or fewer employees and no other business retirement plan. 

403(b) Plans: For starting or managing an existing plan from employment at a public school or certain 501(c)(3) tax-exempt organizations.

How Can We Help?

Ready to discuss how we can help your organization? Call us at 860-572-4040 to work with a member of our Financial Services Team.

Financial Services Team

Lori Dufficy
Lori Dufficy

EVP, Chief Experience and Engagement Officer

(860) 448-4184
John Uyeki
John Uyeki

Financial Advisor, Osaic Institutions.; SVP, Director of Chelsea Groton Financial Services

(860) 572-4041
Jen Eastbourne
Jennifer Eastbourne

Program Coordinator, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4040
Jim Elliott
Jim Elliott

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4039
Headshot of Bob Fradette
Bob Fradette

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4045
Stephanie Gelinas, Associate Financial Services Advisor
Stephanie Mondro

Associate Financial Services Advisor, Osaic Institutions.; AVP, Chelsea Groton Financial Services

(860) 572-4047
Paulette Retsinas
Paulette Retsinas

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 572-4046
Chelsea Groton Acorn
Al Dabiri

Financial Advisor, Osaic Institutions, Inc.; VP, Chelsea Groton Financial Services

(860) 500-6508
Osaic logo

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Check the background of this Osaic Institutions, Inc. investment professional at brokercheck.finra.org/