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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…

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Oswald Companies Announces Acquisition of InsureOne Benefits, Inc.

CLEVELAND – Oct. 7, 2019 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of InsureOne Benefits, Inc. InsureOne Benefits is a health insurance and Medicare benefits brokerage firm, based in Litchfield, Ohio, which specializes in delivering individual and family health…

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Oswald CIO Jennifer Morrissey to Present at the 2019 Inspire Innovation Conference Sept. 23

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CLEVELAND – Sept. 10, 2019 –  Oswald’s Chief Information Officer Jennifer Morrissey will present the session “Accelerating Operational Excellence With Technology,” at the 2019 Inspire Innovation Conference, hosted by Vantage Agora, a global provider of remote staffing services, software products and consulting services. As CIO of Oswald Companies, one of the…

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Oswald Companies Named 2019 Winner of Michigan’s Best and Brightest in Wellness Awards Program

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Oswald Companies, a full-service risk management and employee benefits brokerage firm in Bloomfield Hills, was recently recognized as one of Michigan’s 2019 Best and Brightest in Wellness® under the employer category. The award celebrates companies that are striving to make their workplaces, their employees and the community a healthier place…

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Oswald Announces Partnership for 2019 SparkCleveland Step Challenge

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Oswald is proud to announce a partnership with SparkCleveland, a social impact campaign developed to build a healthier community in the Cleveland Metro area. Oswald Companies, Spark360, Vionic and News 5 Cleveland have partnered together to bring the first annual SparkCleveland Step Challenge, a friendly competition to unite employees of…

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Oswald Companies Earns Top Ranking of Cool Places to Work in Michigan for Second Consecutive Year

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BLOOMFIELD HILLS, Mich. — Aug. 5, 2019 — For the second consecutive year, Oswald Companies has earned the top overall ranking in the Crain’s Detroit Business Cool Places to Work in Michigan program. In the seven-year history of the program, Oswald is the first to be named back-to-back first place…

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Michael Clark Named to Crain’s Cleveland Twenty in Their 20s Class of 2019

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CLEVELAND – June 24, 2019 – Michael Clark, Employee Benefits Consultant, Oswald Companies, has been recognized as a Crain’s Cleveland Twenty in their 20s honoree, in an annual listing of the top young leaders in Northeast Ohio. According to the award release, this year’s Twenty in their 20s class, selected…

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Oswald Companies Named to Top Workplaces List For The Sixth Consecutive Year

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CLEVELAND – June 17, 2019 – For the sixth consecutive year, and seventh year overall, Oswald Companies was named to The Plain Dealer Top Workplaces 2019, midsize company list, announced June 16, 2019. Oswald was featured in a special article this year, “Local companies see benefits of wellness programs: Top…

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EY Announces Oswald Companies as an Entrepreneur Of The Year® 2019 Award Finalist in East Central

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CLEVELAND – May 20, 2019 – EY announced that Oswald Companies, represented by Chief Executive Officer Robert Klonk, was recognized as finalist for the Entrepreneur Of The Year® 2019 Award in the East Central program. Widely considered one of the most prestigious business awards programs in the U.S., the program…

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

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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…

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