Charting a course for the future starts with a firm understanding of today.

One of the largest independent and employee-owned firms, we deliver strategic solutions in employee benefits, business and personal risk, life insurance, retirement plans. Learn more.


Planadviser2015Oswald Financial, Inc.  Named to 2015 PLANADVISER Top 100 Retirement Plan Advisers

Author: Sarah LoPresti Date:March 30th, 2015

Cleveland, OH – Oswald Financial, Inc. is pleased to announce he/she/it has been named as one of the 2015 PLANADVISER Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals, teams and multioffice teams that stand out in the industry in terms of a series of […]

Continue reading...

Workforce Health: A Costly Cascade [INFOGRAPHIC]

Author: Sarah LoPresti Date:March 26th, 2015

Left unchecked, the health of a population will almost always “flow” downstream, worsening as individuals first acquire health risks, then precursors to disease, followed by the onset of chronic conditions.  This worsening of health is accelerated by a lack of “upstream” prevention. Check out the infographic below from Oswald’s Employee Benefits & Health Management Services team […]

Continue reading...

2014NEOSuccessWINWEB              wOMEN-WHO-EXCELweb             TOPWORKPLACESWEB 

Get to Know Oswald

Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms. As a proud member of Assurex Global, the world's largest association of privately held insurance brokers, our risk management professionals can service and support the needs of our clients worldwide.

Continue reading...