Lauren Oswalt

Director of First Impressions at Financial Concepts - Mississippi - , N/A, US

Lauren Oswalt's Colleagues at Financial Concepts - Mississippi
Rhonda Ferguson

Financial Consultant | Insurance & Retirement Expert | Estate & Tax Planner

Contact Rhonda Ferguson

Scott Ferguson

Financial Advisor & Investment Strategist | Retirement Income Planner | Financial Planner

Contact Scott Ferguson

Tara Self

Client Specialist

Contact Tara Self

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Lauren Oswalt's Contact Details
HQ
662-327-1480
Location
Starkville, Mississippi, United States
Company
Financial Concepts - Mississippi
Lauren Oswalt's Company Details
Financial Concepts - Mississippi logo, Financial Concepts - Mississippi contact details

Financial Concepts - Mississippi

, N/A, US • 10 - 19 Employees
Financial Services

Most people think of financial planning or investments as a numbers business. At Financial Concepts we know financial planning is much more than numbers. We know that money actually represents love: love of life, family and community. You plan for retirement, the time you can do what you choose and love everyday. You plan for the what if you aren't here for your family, or how to get them educated or even for those weddings! And you plan for the legacies you want to leave for your family, your church and your community. For over 30 years, we've been helping our clients put love in motion. We are a mother/son team, Rhonda and Scott Ferguson, in Columbus. We pride ourselves on helping the hardest working folks in our community put financial plans in place. Our clients retire to hobbies and experiences they love. They educate children. Spoil their grandchildren and leave behind resources that make a difference. Our team/family loves Helping others. We do well, doing well for others, and we have fun doing it. You will thrive in our little community if you have a strong desire to help…help our clients, help your team, and help yourself by being curious to learn. You don't have to know investments or numbers…..Numbers and investments can be taught. Self-improvement is valued and rewarded. Love, kindness, and a desire to help are things we can't teach! Helping requires constantly learning and growing…..because the problems or needs frequently change for our clients and us. Honor is a requirement….when we make a mistake, we own it, and we learn from it! Tell the truth to everyone. We say when we don't know. And then we learn. Financial Concepts is a Registered Investment Advisor. Content posted by other parties does not necessarily represent the views of Financial Concepts. Content is for general purposes only and is not an offer to buy or sell any security. Financial Concepts does not provide tax or legal advice.

Investment Management Financial Planning Retirement Planning Long-term Care Insurance Estate Planning IRA Rollover Financial Services Financial Advisory Services
Details about Financial Concepts - Mississippi
Frequently Asked Questions about Lauren Oswalt
Lauren Oswalt currently works for Financial Concepts - Mississippi.
Lauren Oswalt's role at Financial Concepts - Mississippi is Director of First Impressions.
Lauren Oswalt's email address is ***@fincon.net. To view Lauren Oswalt's full email address, please signup to ConnectPlex.
Lauren Oswalt works in the Financial Services industry.
Lauren Oswalt's colleagues at Financial Concepts - Mississippi are Matthew Billingsley, Casey Whitley, Rhonda Ferguson, Scott Ferguson, Felice Olmos, Tara Self and others.
Lauren Oswalt's phone number is 662-327-1480
See more information about Lauren Oswalt