Oswald Konz Financial Group

Financial ServicesWisconsin, United States2-10 Employees

We founded our firm to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less. 

We treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down-to-earth. Good listeners. 

We empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too.  Our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you. 

We practice time-tested financial approaches. At Oswald Konz Financial Group, we follow prudent financial principles. We treat your money responsibly. We'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you don't have to worry.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, KY, LA, MI, MN, MO, NM, NV, PA, WA, WI, WV. 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.

Securities and advisory services offered through Commonwealth Financial Network®. www.finra.org www.sipc.org. a Registered Investment Adviser.

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