Our History

Iron Point Financial Advisors, Inc. formerly Rios and Associates, Inc. was founded in 1996 with one simple mission in mind – to work together with our clients to assist them in achieving their financial and protection goals.

Iron Point fosters a culture of teamwork and respect for each of the 50+ advisors associated with the OSJ.  On average, each of our advisors has over 20 years of experience and have expertise in group retirement plans, life and health, real estate and trading, in addition to and professional backgrounds as attorneys, CPAs and tax preparers.     

To help all of our advisors substantially increase their production, we have developed a distinct and proven 6-step process to help identify your strengths and weaknesses and align available resources to support your unique business model for exceptional growth. Many of our advisors have doubled their practice in less than 3 years of affiliation.

You can expect continuous training, coaching and service from our OSJ staff and collaboration and support in closing business with peers. We also serve as your single point of contact between you and the broker dealer and act as a conduit for you to get timely and relevant information to run your practice more efficiently.

As a part of our family, you will have many client acquisition options from advisors that are retiring within in the OSJ.  On the other end of the spectrum, you can also feel confident that you’ll have quality succession plan options when it comes time for you to retire as well.

Call Rob Santoriello at (877) 932-4101 x 12 to see if Iron Point Financial Advisors, Inc. is a good fit for you.

*Securities America and its representatives do no provide tax or legal advice.