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ionINVESTMENTS×
About Our Process What We Do Team Resources Contact Us Client Login Wealth ManagementYour financial future, guided with clarity and care.
Comprehensive planning and wealth management, delivered with the personal service you'll only find close to home — through Ion Bank's relationship with Osaic Institutions, Inc.
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▾$1.7B+
In client assets at Ion Investments.
450+
Years of combined Ion Investments advisor experience.
$700B+
Overseen across the Osaic network of 11,000+ professionals.
Osaic Institutions, Inc. uses BNY Pershing — a leading U.S. clearing and custody firm — for clearing and custody services.
About Ion InvestmentsBig-bank capabilities, delivered like family.
Our team of financial professionals brings expertise, clear communication, and integrity to every relationship. Through Ion Bank's relationship with Osaic Institutions, Inc., we provide access to a wide range of investment and insurance products offered through Osaic. These are similar to what you'd expect at a larger financial institution, but delivered with the personalized service you'd find at Ion Investments.
We focus on financial planning and risk management through our repeatable 5-step process — starting with a complimentary plan and moving to tactical asset management, customized for you.
Access to more — a wide range of planning and wealth-management tools, products, and insight offered through Osaic.
Talk with an advisor → Our ProcessA repeatable 5-step process, built around you.
Our repeatable process is designed to help you achieve your goals — from the first conversation to ongoing support.
1
Discovery
We learn your values and listen closely to what matters most to you.
2
Plan
We build a financial plan and solutions aligned with your goals.
3
Deploy
We implement wealth-management strategies and transfers efficiently.
4
Assess
We deliver the communication and reviews you want, on your schedule.
5
Support
We meet periodically and monitor progress toward your goals.
What We DoPlanning for every chapter of life.
Financial Planning ↗ Social Security ↗ Business Planning ↗ Life Insurance ↗ Individual Planning▾- Brokerage and advisory accounts
- Rollovers and transfers
- Traditional and Roth IRAs
- Annuities and lifetime income strategies
- Social Security planning
- Complimentary financial plan
- Employer-sponsored plans — 401(k), 403(b), SEP & SIMPLE IRAs
- Business succession planning
- Buy-sell agreements and key-person insurance
- Strategies to minimize gift and estate taxes
- Access to a robust investment platform
- Portfolio construction aligned to your risk tolerance
- Tax-efficient strategies and cost minimization
- Estate preservation and distribution planning
- Long-term care planning
- Insurance and asset protection
Ready to take the next step?
Book your complimentary, no-obligation consultation today and start building a plan that's truly yours.
Book your complimentary consultation Our TeamMeet the people behind your plan.
Our advisors serve Ion Bank branches across Connecticut, New Jersey, and Massachusetts. Find yours by town — or browse the whole team.
Your advisor is closer than you think.
Enter your town to connect with a local Ion Investments professional in minutes.
Search Browse the map →Tricia Gordon
Cheshire, CT
Jennifer Grennan
Waterbury, CT
Donna Williams
South Windsor, CT
Justin Rodrigues
Southbury, CT
Gerard Valenti
Tenafly, NJ
Patrick Woodhouse
Agawam, MA
What Clients Say Find your advisor → Get In TouchLet's start the conversation.
Headquarters1751 Ellington Road
South Windsor, CT 06074
Phone(866) 803-0111
EmailIonInvestments@OsaicInstitutions.com
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ResourcesYour financial learning center.
A library of information on important financial topics that we believe you'll find helpful.
Calculators ↗
A suite of financial tools to help you plan with confidence.
Articles ↗
Educate yourself on a wide range of financial topics.
Flipbooks ↗
Magazine-style guides that illustrate key financial concepts.
Videos ↗
Short, engaging animations on important financial topics.
Glossary ↗
Financial terms explained, from A to Z.
Newsletters ↗
Timely newsletters to help you stay current.
ionINVESTMENTSExplore
Home About Our Process What We Do Team ResourcesServices
Financial Planning Social Security Business Planning Life InsuranceContact
1751 Ellington Road
South Windsor, CT 06074
(866) 803-0111
IonInvestments@OsaicInstitutions.com Client Login
Important Disclosures
Not FDIC Insured
No Bank Guarantee
May Lose Value
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic 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.¹We do not provide legal or tax advice. Consult your legal and/or tax advisor.
© 2026 Ion Investments · A program of Ion Bank. All rights reserved. Map data © OpenStreetMap contributors, © CARTO.
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