Prior to starting Oswego Crest Financial Group, LLC, Pat and her three partners all were Financial Consultants at Smith Barney. Their area of focus is financial consulting and investment management with particular emphasis on retirement planning for both pre- and post-retirees.Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm.