We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Financial Consultants

Oz Investing Services LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 467-3811
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
By Appt. Only
By Appt. Only

About

Overview

Oz Investing Services LLC

Union, OR 97883-9411

View Service Area

Find a Location

Oz Investing Services LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accredited Since: 7/21/2022

    Years in Business: 3

    BBB Accreditation & Rating

    Oz Investing Services LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    About This Business

    Oz Investing Services, LLC (OIS) offers a full service, boutique, investment advising and financial consulting firm serving select family, small business, and non-profit market segments throughout the United States.

    Products and Services

    Managed Investment Portfolios, Investment Brokerage, Alternative Investments, Structured Solutions, Variable Annuities, Indexed Annuities, HNW Planning, Asset Protection Planning, Biblically Responsible Investing, Business Advising, Corporate and Government Retirement Plans, Generosity Planning, Strategy, Selective Business Operations Improvement, Limited Contract Family Office CFO functions.

    Photos and Videos

    Business Details

    Local BBB:
    BBB Great West + Pacific
    BBB File Opened:
    7/20/2022
    Business Started:
    11/8/2021
    Type of Entity:
    Sole Proprietorship
    Related Businesses:
    Firearms For Patriots
    Business Management:
    Mr. Brian S. McDowell, Managing Director

    Additional Contact Information

    Principal Contacts
    Mr. Brian S. McDowell, Managing Director
    Customer Contacts
    Mr. Brian S. McDowell, Managing Director
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Oregon Department of Consumer and Business Services
    350 Winter St NE Rm 410
    Salem OR 97301
    Phone Number: 503-378-4140 or 888-877-4894
    http://dfr.oregon.gov/
    [email protected]
    Business Categories
    Financial Consultants, Health Insurance, Investment Advisory Services, Insurance Agent, Investment Management, Insurance Consultant

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

    Featured Content

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.