ABOUT US | Mission Statement

Oswego Crest Financial Group, an independent planning and investment management firm, specializes in helping clients prepare for, and navigate through, the unchartered waters of retirement.

Different than the “accumulation” years of one’s life, retirement brings with it new opportunities and challenges that the retirement specialists at Oswego Crest help clients master.  We work closely with clients to help answer the most prevalent questions facing retirees:

  • Will I outlive my money?
  • Can I afford to live the lifestyle in retirement that I want?
  • What risks might I face that I haven’t considered?

The retirement specialists at Oswego Crest aim to provide simplicity, clarity and peace-of-mind for our clients so they can truly enjoy their retirement years.

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This communication strictly intended for individuals residing in the states of AK,AZ,CA,CO,FL,IA,ID,MT,NM,NV,OK,OR,TN,TX,UT,VA,WA,WY. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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