The value of independence.

We are Oswald Financial, Inc.

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 retirement plan services and comprehensive wealth planning strategies.

Retention & Retirement

Honors & Awards

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