Our financial and tax expertise will enable you to make smart investment decisions throughout your lifetime.
You’ll benefit by working with a single firm that considers all your financial circumstances. As the owner of Ostrander Financial Group, LLC, Terry Ostrander made a commitment to gaining the expertise and credentials that enable him to evaluate the impact of financial planning on your tax liability. He’s passed national examinations that earned him the designations of Chartered Retirement Planning Counselor, Certified Fund Specialist, Certified Annuity Specialist and Certified Tax Specialist. He has also surrounded himself with other experts in the tax and financial fields.
We’re eager to establish a long-term relationship helping you with your tax and financial planning needs — so you’ll have a secure financial future. Our role as your trusted financial advisor is to help you be a successful investor, to build, protect, preserve, harvest and bequeath multi-generational wealth. Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org/
- We believe in asset allocation.
- We believe people need to be more connected to their dreams.
- We believe you can reduce risk through diversification.
- We believe that equity builds wealth.
- We believe in the investment process.
- We believe many people are caught up trying to time the market.
- We believe financial success begins with understanding the core values and goals of our clients.
- We believe we offer our clients solutions and peace of mind.
- We believe we function as our clients’ most trusted financial advisor.
Confidence & Trust
When you trust the experts at Ostrander Financial Group, LLC, you’ll feel assured your tax return will be prepared accurately and professionally. And with our financial planning expertise, you’ll be able to spend more time enjoying your life … while we manage your investment portfolio.