Financial Services
A team approach to protecting financial futures
Financial Futures
The Oswald Financial Services Team offers a spectrum of the finest retirement planning, savings and executive compensation solutions available. Our results-driven solutions and specialized expertise allow us to earn our stripes every day.
Individuals at Oswald Financial Services are affiliated with the respected broker dealer Girard Securities, Inc., which gives us complete independence in accessing a diverse portfolio of world-class financial service providers for our clients.
Financial Planning
The Oswald Financial Services Team focuses on protection, savings and long-term growth to enhance our clients’ financial plans.
We offer an extensive assortment of savings and executive compensation solutions to safeguard business and personal interests. Our advisors provide expert guidance through insurance auditing, estate planning and succession planning, tax management, employee benefits, and long term care planning.
Click here to visit Oswald Financial, Inc.
Securities and investment advisory services offered through Girard Securities, Inc.,
a Registered Broker/Dealer, member NASD/SIPC and a Registered Investment Advisor.