Oswald Financial, Inc.

Oswald Financial, Inc., is a full service advisory firm with a focus on retirement plans and wealth management. 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 that aim to preserve your financial assets. We are able to deliver to clients what had traditionally only been available to larger plans – heightened best practices and investment due diligence, assistance as an investment fiduciary under an open-architecture plan, independent vendor search and benchmarking, and high-quality service and communications. Planadviser's 2014-2016 TOP 100 Retirement Plan Adviser, Financial Times' 401 Top Retirement Plan Advisors 2015. (PLANADVISER award based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. David Kulchar was named a 2015 Financial Times Top 401 Retirement Plan Advisor. Awarded to financial advisors managing at least $25 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Retirement Plan Consulting Services offered through LPL Financial, a registered investment advisor. Member SIPC (www.sipc.org). Investment advice 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

网站

http://www.oswaldfinancial.com

Oswald Financial, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

Cleveland，OH

类型

私人持股

创立

1999

领域

401(k) and 403(b) Plan Services、Investment Advice、Wealth Management、Plan Benchmarking & Monitoring、Plan Participant Education、Plan Design & Compliance Assistance、Cost & Design Benchmark Analysis、3(21) & 3(38) Fiduciary Services和Financial Wellness