Oswald Financial, Inc. is the retirement plan and wealth management advisory subsidiary of Oswald Companies, a major independent insurance brokerage and risk management firm founded in 1893. The firm is dedicated to providing specialized consulting for corporate retirement plans (such as 401(k) and 403(b) plans) and holistic wealth management for private clients, including financial planning, investment management, and insurance services. Their mission is to help both organizations and individuals achieve their long-term financial goals through objective advice and dedicated service.

Founded in

United States