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Company

Lester Z. Koryczan, CPA/PFS, MS, CFP is a Registered Principal of Osaic Wealth, Inc., which is a Registered Broker/Dealer, Member FINRA, SIPC, a SEC registered investment advisor. Osaic Wealth is one of the largest financial services firms in the nation.  For nearly 50 years, they have provided Independent Registered Representatives with the resources, services and products they need to make viable, objective financial recommendations to individual investors.

This Website has been designed to be a valuable source of information for our present clients as well as any new “visitors”. The information provided here will give you an overview of the services we provide for our clients and the dedication we give to this business and to our clients in particular. Our goal is to assist our clients in every aspect of their financial lives. We provide personal service, thus earning a reputation for excellence in our industry.

Our Commitment

We are interested in long-term relationships that are mutually beneficial and built on the highest levels of integrity, trust and service. Our mission is to create and implement financial strategies that are designed to build and maintain wealth for clients who expect clear ideas and superior service. For each of our clients we strive to help create financial stability to provide financial independence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.   If you have any questions about your current financial situation or wish to schedule an appointment, send me an email at Lkoryczan@osaicwealth.com or give me a call at 708-349-0091.