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Oswald Financial, Inc

Financial Services

Specialities :
401(k) and 403(b) plan services
Investment advice
Wealth management
Plan benchmarking & monitoring
Plan participant education

+4

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Oswald Financial, Inc

What does Oswald financial, inc do?+

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...

What are Oswald financial, inc's specialties? +

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,and financial wellness

What is Oswald financial, inc's industry? +

Oswald financial, inc operates in the Financial services industry.

What is Oswald financial, inc's revenue? +

Oswald financial, inc's revenue is 11m - 100m

What is Oswald financial, inc's company size? +

Oswald financial, inc has 11 - 50 employees.

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