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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

One Source Advisory

Home
United States
Lutz, FL
One Source Advisory

Helping individuals and business owners build and insure their financial futures for over 20 years. We also provide a full range of financial services. Daniel B.

We offer commercial and personal lines of insurance along with individual and group health products. One Source Advisory began in 2016 when the owners of Paragon Risk Management, DBG Financial and KW Financial realized the best way to protect clients' futures, businesses and assets was to be able to provide all types of insurances and financial products. Each company brought an expertise to One So

urce that ensures our clients receive the best service, advice and coverage for peace of mind and greater financial freedom. For over 20 years, our companies have worked closely with business owners and individuals to help them achieve financial security. Our goal is to provide individuals, families and business owners with assistance in working towards their financial freedom and help them with all of their insurance needs

Certified Financial Planner® professional
Chartered Financial Consultant
Chartered Life Underwriter®
FINRA Series 6, 7, 63
Princor Registered Representative
Financial Advisor
Financial Representative

Securities and advisory products and services offered through Principal SecuritiesFinancial Services Corporation, 800-247-1737, Member SIPC (www.sipc.org), Des Moines, IA 50392. Goldberg and Keith Willett, Financial Representatives of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representatives and Financial Advisors. DBG Financial Group, Inc. Paragon Risk Management, Inc. and One Source Advisory are not affiliated with Principal Securities Financial Services Corporation.

07/19/2026

We are excited to announce another milestone for One Source Advisory—we have expanded into our third Florida location: Coral Springs!
This growth reflects our continued commitment to providing personalized guidance and exceptional service to the individuals, families, and businesses we serve.
We're especially pleased to have welcomed two outstanding professionals to the One Source Advisory team:
• Rich Goldberg
• Avi Mesch
With over 68 combined years in the field; their experience, integrity, and dedication to putting clients first make them a perfect partners with One Source Advisory. Together, we're expanding our reach while continuing to deliver the relationships and advice that have always been the foundation of One Source Advisory.
This new location allows us to better serve clients in South Florida while strengthening the resources and expertise available to all of our clients, no matter where they are.
We're incredibly grateful for the trust our clients have placed in us and excited about what this next chapter means for the future of One Source Advisory.
Please join us in welcoming Rich and Avi to the team and celebrating our expansion into Coral Springs!
Here's to continued growth, stronger relationships, and helping even more people achieve their financial goals.
Learn more about Rich and Avi at https://www.onesourceadvisory.com/financial-services.

01/13/2026

🎉 Celebrating 20 Incredible Years! 🎉
Today, we had the pleasure of honoring Yvette Barbosa for her 20th anniversary with One Source Advisory! 🏆 Yvette’s dedication, hard work, and positive spirit have made a lasting impact on our team and clients alike.
We kicked off the celebration with a special breakfast this morning, and it was a wonderful reminder of how much Yvette means to all of us. 💐
Please join us in congratulating Yvette on this amazing milestone! Drop your well wishes in the comments below. 👏✨

12/12/2025

We are proud to announce that Dan Goldberg has won the Principal® Financial Network Community Service Award.
With it, he is designating a $25,000 grant from Principal® Foundation to Kids and Canines to continue their important initiatives supporting our community’s children.
Talk about making a difference in the community!
principalfoundation.org
This recognition is for community service and is not related to investment advisory services. No compensation was provided for inclusion in this announcement/award.
(5043989-122025)

10/15/2025

📣 We're Hiring!
Join our growing team in the financial services industry! If you're organized, friendly, and ready to make a difference, we’d love to hear from you.

Client Relations Assistant– Full Time
Location: Lutz, FL
Industry: Financial Services
Are you a friendly, organized professional looking to join a dynamic financial services firm? We’re seeking a full-time Receptionist to be the welcoming face and voice of our offices in Lutz. This role is ideal for someone who enjoys helping others, thrives in a fast-paced environment, and is comfortable handling administrative tasks related to insurance & financial services.
Key Responsibilities:
• Answer and direct incoming phone calls with professionalism and courtesy
• Greet clients and visitors, ensuring a positive first impression
• Perform administrative duties including data entry, filing, and document management
• Assist with insurance & financial services-related tasks and communications
• Support team members with scheduling and general office operations
Qualifications:
• High school diploma or equivalent (college degree not required)
• Strong communication and organizational skills
• Comfortable using basic office software (e.g., Microsoft Office Suite)
• Ability to multitask and manage time effectively
• Spanish proficiency is a plus, but not required
What We Offer:
• A supportive and collaborative team environment
• Opportunities for growth and development
• Competitive compensation and benefits package
• Convenient office locations in Lutz and Lakeland

If interested, please send your resume to Katie Vickers at [email protected]

09/09/2025

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08/25/2025

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Address

17852 US Highway 41 N
Lutz, FL
33549

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18139498636

Website

http://www.onesourceadvisory.com/

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