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

    Winter Preparation Checklist Get tips for saving time and money as the New Year approaches.

    View the Featured Article


    Last Updated: 10/28/14



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