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Oswego Crest Financial Group, LLC - Home

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?

Your Experiences
Your Values
Your Concerns
Your Dreams

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, HI, IA, ID, NM, NV, OH, OK, OR, PA, TN, TX, UT, 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 Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Form CRS: Client Relationship Summary

Copyright © 2023

Oswego Crest Financial Group, LLC 5000 Southwest Meadows Road, Suite 399, Lake Oswego, OR 97035 | P503.496.5400 | F877.496.5402