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Oswego Crest Fncl Group Llc
- Financial Services
- Lake Oswego, OR
About this business
Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by the conflicting interests of traditional Wall Street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.
Location details
5000 Meadows Rd Ste 399, Ste 399, Lake Oswego, OR, 97035, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Do not recommend. This investment firm cost me over $130k when my mother passed away because of their failure to get appropriate paperwork. Now I still have an investment with them that I cannot cash out and when to give them a simple change of address they no longer can help me because they don't work with Commonwealth Financial? Pretty sure I did not select Commonwealth Financial? They are not working in the client's best interest.
Not Recommended! Our experience with them was very costly. Decisions were made against our desires and the instruments chosen by Tom benefited the agency more than us.
I have worked with Oswego Crest for over 12 years and have been totally happy with how they’ve handle all aspect of my accounts. Great customer service from competent and thoughtful team.
Not Recommended! Our experience with them was very bad and costly.
Frequently asked questions about Oswego Crest Fncl Group Llc
How is Oswego Crest Fncl Group Llc rated?
Oswego Crest Fncl Group Llc has a 2.6 star rating with 5 reviews.
When is Oswego Crest Fncl Group Llc open?
Oswego Crest Fncl Group Llc is closed now. It will open on Monday at 9:00 a.m.
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