Blurry crowd shot

Media Center

Oswald Financial, Inc. Named to 2019 Financial Times 401 Top Retirement Advisers

CLEVELAND – Oct. 11, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

Read More

Oswald Financial, Inc. Named Top Five for PLANSPONSOR’s 2019 Retirement Plan Adviser of the Year

oswaldcompanies

Cleveland, OH – April 26, 2019 – Oswald Financial, Inc. was named by PLANSPONSOR magazine as one of five finalists for 2019 Retirement Plan Adviser of the Year in the large team category. The 2019 Retirement Plan Adviser Finalists are segmented into four groups based on the number of advisers…

Read More

Oswald Financial, Inc. Named One of 2017 PLANADVISER Top 100 Retirement Plan Advisers

oswaldcompanies

Oswald Financial, Inc. is pleased to announce that it has been recognized as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers for the fifth year in a row.   The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out…

Read More