A Unique Client Experience

Oswego Crest Financial Group, LLC
is an independent firm offering access to financial planning services and investment management. Being independent in our thinking and completely objective in our advice, Oswego Crest is dedicated to delivering a unique client experience that focuses on you, in all seasons of your life.

What is your story? Where do you want to go?
  • Your experiences
  • Your personal vision
  • Your values 
  • Your family's vision
  • Your concerns
  • Your desired legacy
  • Your dreams
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    How do you get there? Are you on course?
  • Potential obstacles
  • Evaluating progress
  • Identifying opportunities
  • Making adjustments


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    Featured Content: Latest Article and Market Commentaries

    Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

    View the Featured Article


    Last Updated: 12/22/14



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    This communication strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, FL, IA, ID, ME, MT, NM, NV, OK, OR, RI, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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