Financial Planning for the Individual
At Oswald Financial Inc, we specialize in financial planning and individual personal money management.
Our advisors work closely with individuals to help them define and attain their personal financial goals. We offer a wide variety of financial products, such as annuities and life insurance, and financial services through an affiliation 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.
Some of the products we offer in meeting the financial goals of our clients include:
- Life Insurance
- CD’s
- Mutual Funds
- Separately Managed Accounts
- Advisory Services (Fee Based Portfolios)
- Fixed Annuities
- Variable Annuities
Securities and investment advisory services offered through Girard Securities, Inc.,
a Registered Broker/Dealer, member NASD/SIPC and a Registered Investment Advisor.