Oswald Financial Inc

Oswald Financial Inc is a financial planner in Cleveland, OH. The firm offers retirement plan services, wealth management, and financial planning to businesses and individual clients. Specialties include fiduciary support, plan design consultation, benchmarking, fee transparency, and financial wellness programs. Their team assists with asset management, estate planning, insurance policy reviews, and retirement income strategies. The business serves clients locally and nationwide, focusing on customized solutions for retirement readiness and financial freedom.

Oswald Financial, Inc. operates as an independent firm, which allows it to offer clients flexibility in choosing providers and investment products without proprietary constraints. The company partners with LPL Financial and Global Retirement Partners, leveraging their networks to deliver comprehensive services. As a fiduciary, the firm emphasizes compliance with regulations and provides ongoing education and communication to help clients navigate complex financial landscapes.

The business maintains thorough, well-documented information online, making it a reliable and easily accessible resource for clients seeking retirement and wealth planning services in Cleveland.

With a focus on independence and fiduciary responsibility, Oswald Financial supports businesses and individuals in building secure financial futures, reflecting a strong commitment to the community and professional standards in Cleveland’s financial planning landscape.

Services:

• Coaching Corner
• Fiduciary Services
• Plan Sponsor Services
• Resources & Tools
• Wealth Management Services