Our Partnership with Osaic Wealth, Inc.

Our Partnership with Osaic Wealth, Inc.

Campos Financial Group is partnered with Osaic Wealth, Inc., one of the largest independent broker-dealers in the country. With headquarters in seven states, Osaic hosts more than 10,000 independent advisors in all 50 states and over $600 billion in client assets.

Campos Financial Group is partnered with Osaic Wealth, Inc., one of the largest independent broker-dealers in the country. With headquarters in seven states, Osaic hosts more than 10,000 independent advisors in all 50 states and over $600 billion in client assets.

more tools & resources
to better serve our clients

more tools & resources
to better serve our clients

Broker-dealers support financial professionals like Campos Financial Group by providing services and technology to better serve our clients. Our affiliation with Securities America, Inc., allows us to:

  • State-of-the-art technology

    Offer greater user-friendly technology with better access to client’s accounts.

  • Cutting Edge Money management tools

    Utilize state-of-the-art managed money platforms and income planning tools.

  • Over 100 Years Of Combined Experience

    Through Securities America’s parent company, Ladenburg Thalmann & Co, Inc., provide investment banking and trust services, dating back to 1876.

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OUR COMPETITIVE EDGE

In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
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OUR COMPETITIVE EDGE

In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
contact us

Book A Free Consultation

ONLINE | PHONE | IN-PERSON
Our consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.

Click below to request your complimentary consultation today.
GET STARTED

BOOK A FREE CONSULTATION

ONLINE | PHONE | IN-PERSON
Our consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.

Click below to request your complimentary consultation today.
GET STARTED