Oswald Financial Inc
Run a free full auditContact Information
-
Address
Financial consultant · · 950 Main Ave Suite 1400
Cleveland, OH -
Phone
(833) 224-5660 -
Website
oswaldfinancial.com -
Facebook page
facebook.com/OSWALDFINANCIALINC
Location
About 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
Score Summary
BizScoreAI scanned the website oswaldfinancial.com on June 5, 2026. Oswald Financial Inc has a BizScore of 55 out of 100. The website audit behind the SEO score ran on October 25, 2026.
- AI Visibility41 out of 100
- SEO62 out of 100
- Google rating3.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 16 of 30 points, AI Trust Signals 7 of 20 points.
Website audit sub-scores (out of 100): On-Page 65, Technical 48, Performance 93, Content 40.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, AI-Parseable Headings, About/Team Page.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Meta Description (failed), Speakable Schema (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Cleveland, OH · Financial Planner in Ohio · Businesses in Ohio
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Oswald Financial Inc
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