Oswald Konz Financial Group Email Format

Financial ServicesWisconsin, United States2-10 Employees

Oswald Konz Financial Group operates in the financial services sector and is based in Watertown, Wisconsin. The firm emphasizes a client-centric approach, prioritizing respect, clear communication and listening to clients, with a focus on helping them feel confident about their financial decisions and ensuring their money is managed prudently. They aim to treat clients as individuals rather than as portfolio balances, offering explanations of financial concepts when requested and maintaining ongoing portfolio monitoring to align with prudent financial principles. The company serves residents in a defined set of states and provides securities and advisory services through Commonwealth Financial Network, positioning itself as a small, locally grounded firm within a larger advisory and brokerage network.

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