Headquartered in Cleveland, OH, Oswald Financial, Inc. enjoys strong relationships with highly respected clients throughout the country. Whether a large corporation, small business or individual seeking to attain personal retirement goals, we earn our reputation by providing the guidance and the results-driven strategies to preserve your financial assets. We are able to aim to deliver to clients what had traditionally only been available to larger plans – heightened best practices and investment due diligence, assistance with implementing an open-architecture plan, independent vendor search and benchmarking, and high-quality service and communications.
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Securities and Retirement Plan Consulting Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org and www.sipc.org). Other advisory services offered through Oswald Financial, Inc., a Registered Investment Advisor. Oswald Financial, Inc. and LPL Financial are separate non-affiliated entities.
For a list of states in which we are registered to do business, please visit www.oswaldfinancial.com