We Are OFI
Whether you are a large corporation, small business or individual seeking to attain retirement readiness goals, we earn our reputation by providing the guidance and the results-driven strategies that aim to grow and preserve your financial assets. For us, it’s about building relationships and offering progressive customized solutions with heightened best practices and investment due diligence, access to open-architecture plan design options, independent vendor search and benchmarking, comprehensive solutions, and high-quality service and communication. We are focused on the future.
The Value of Independence
Being an independent firm, Oswald Financial, Inc. has complete flexibility in helping our clients choose the providers that best suit their needs. We have no obligations to any investment products and are not bound by any proprietary requirements. Our independence allows us to focus solely on servicing YOU and supporting you in your specific goals.