Welcome to the Nest Egg Financial Group.
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About Us
The Nest Egg Financial Group... where financial experience meets personalized guidance.
We understand that every financial journey is unique, and we're here to be your trusted partner in navigating a path to prosperity.
We believe in the transformative power of informed financial decisions and strive to provide expert guidance that goes beyond numbers – it’s about your dreams, aspirations, and the legacy you want to build.
Founded on a commitment to excellence, The Nest Egg Financial Group brings together a team of seasoned financial experts dedicated to your success.
Our expert advisors work closely with you to create a customized roadmap tailored to your unique goals and aspirations.
Our Services
Embark on a journey towards financial security with our financial planning services.
Financial Planning
We help individuals and families set realistic goals and create actionable plans to achieve them- whether it's retirement, purchasing a home, or expanding a business. We tailor pathways for covering your needs and achieving your wants.
Insurance Services
Life insurances are a vital component of financial planning. It offers protection, financial stability, and can create a legacy for loved ones. It offers peace of mind for families and businesses in the face of one of life's certainties.
Investment Advisory
Get access to professional money managers and their strategic foresights. Make informed decisions based on metrics that can drive long-term wealth creation while managing risks effectively. Risk evolves as time horizons get shorter.
What Sets Us Apart
We’re here to guide you every step of the way. Your financial success is our priority.
Our approach is highly personalized.
We prioritize transparency in our interactions.
Relevant and up-to-date financial advice.
We work in a regulated industry.
We offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced herein are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD, VA, DE and FL. No offers may be made to or accepted from any resident outside the specific states referenced herein.
FORM CRS
A Customer Relationship Summary (CRS) is a document that provides a concise overview of the services offered by financial firms, such as investment advisers or brokers, and the relationship a customer can expect with the firm. It is designed to help customers better understand the nature of the services provided, the fees involved, and the potential conflicts of interest that may arise. Click on the title above for Osaic's Customer Relationship Summary.
Michael Bogdan
- lead advisor & founder
OSAIC
Osaic (formerly known as Advisor Group) is one of the largest networks of independent financial professionals in the United States. It provides services to financial advisors and investment firms, helping them grow their practices and serve their clients effectively. Osaic supports financial professionals with resources, technology, compliance support, and access to a broad range of investment and insurance products. Click on the title above for the OSIAC web-site.
FINRA
FINRA, the Financial Industry Regulatory Authority, is a U.S.-based self-regulatory organization (SRO) that oversees brokerage firms, brokers, and securities markets. Its mission is to protect investors and ensure the integrity of financial markets. Click on the title above for the FINRA web-site and its 'BrokerCheck' for background information about licensed brokers and/or investment advisors.
SIPC
The Securities Investor Protection Corporation (SIPC) is a non-profit organization in the United States that protects investors if their brokerage firm fails. SIPC provides limited insurance coverage to ensure that customers' investments are safeguarded under specific circumstances. Click on the title above for the SIPC web-site.
Contact us today for a personalized consultation!
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