Business Directory
What are you looking for? |
Oswald-Konz Financial Group
At Oswald Konz Financial Group, the firm strongly believes in the power of individual choice, which also founded the firm. The firm rejects the idea that investment choices are often limited and may involve hidden agendas, considering it not the right way to do business.
The firm's approach to business includes caring for clients as they would want for themselves, aiming for respect, information, and attention for clients without expecting any less. They strive to understand their clients and their goals, recognizing that investing involves emotions as well as numbers. The firm tailors investments based on understanding clients as individuals and their dreams, aiming to be as excited about their clients' dreams as they are.
Clients are treated as people, not just portfolio balances. The firm is known for being friendly, down-to-earth, and good listeners, drawing from their long experience in the business and encountering various market cycles to provide perspective that helps clients navigate through market fluctuations.
The firm aims to empower clients to feel confident about their decisions, offering to explain investment terms and concepts to those who are curious while ensuring that clients feel secure and informed about their financial decisions.
Oswald Konz Financial Group follows time-tested financial approaches, adhering to prudent financial principles and responsibly managing clients' money. As clients' needs or financial situations change, the firm adjusts the course of action accordingly and monitors portfolio performance to alleviate client concerns.
FINANCIAL PLANNING
INVESTMENT PROCESS