Key Partnerships
Oswald Financial, Inc. is proud to offer retirement plan services to the members of a select group of highly respected organizations. In addition to our local, dedicated service, the members of each organization have access to discounted pricing programs that were specifically negotiated by Oswald Financial, Inc. for their individual organizations. If you are a member or interested in learning about or establishing a partnership with any of the organizations listed below, please contact Dave Kulchar (216) 367-8752.
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National Retirement Partners is the premier retirement plan consulting, wealth management and distribution company in the United States, built by advisors for advisors. NRP is dedicated to building the largest network of independent advisors who deliver the highest quality products and services to retirement plan sponsors and participants. NRP has over 120 member firm offices in over 39 states comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants, as well as comprehensive wealth management tools.
National Retirement Partners
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NRP Financial helps its Member Firms to deliver the highest quality program to plan sponsors by providing services that save time, reduce exposure to fiduciary liability, and promote an independent prudent process. NRP Financial's comprehensive analysis of investment offerings and plan design ensures ongoing excellence.
NRP Financial
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ERC is the Northeast Ohio's largest organization dedicated to HR and workplace programs, practices, training and consulting. The organization also hosts NorthCoast 99 and sponsors the ERC Health insurance program.
ERC
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Heartland Payment Systems and The Heartland Payroll Company, headquartered in Cleveland, Ohio, employ approximately 900 employees in 48 states. These employees provide quality service to over 25,000 client businesses.
Heartland Payroll
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The Better Business Bureau of Cleveland is a public service organization that advocates ethical, responsible conduct in the marketplace. Through the support of business members sharing its goals and standards, the BBB offers programs which promote informed buying and giving decisions, truthful advertising and selling practices, and the resolution of marketplace disputes.
BBB
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Founded in 1873, the over 5000-member Cleveland Bar Association is a private, non-profit organization which provides a wide variety of membership services and operates as a center for legal professionalism in the region by educating the bar, providing resources that enhance client service and by promoting integrity and ethical behavior among lawyers.
Cleveland Bar Assoc.
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ExpertPlan was founded as a technology innovator in the administration of retirement programs. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. Today, ExpertPlan is a trusted independent partner for retirement plan solutions and services.
ExpertPlan
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