OSWALD FINANCIAL

The advisors at OFI are a part of LPL Financial and Global Retirement Partners, networks of retirement plan consulting and wealth management focused advisors. With robust support, tools and services, we are equipped to deliver a compelling value proposition... Oswald Financial, Inc. is a team of fully-licensed professionals with over 100 years of combined experience in the retirement plan industry, having achieved reputable designations such as Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Public Accountant and Masters of Business Administration... The management of a company's retirement plan requires in-depth knowledge, experience and specialized expertise. You deserve a partner who can advise you on how to structure, establish and operate the right plan for your company - a plan that will help your employees work towards financial freedom. At the same time, we know you are preparing for your own financial future. We are here to help you with..

Also known as: Oswald Financial, Inc.

Primary location: Cleveland United States