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Cleveland – March 6, 2014 – Oswald Financial, Inc. – an independent financial firm specializing in all aspects of retirement plans – has been named to the 2014 Top 100 Advisers list published by Plan Adviser Magazine.
Oswald Financial specializes in developing plan designs, best practices, investment due diligence, as well as providing overall plan analysis and design assistance, independent vendor search and high-quality service and communications. Their core specialization resides in company retirement plans and comprehensive wealth planning.
“We are honored to be named by PLANADVISER as one of the nation’s top 100 retirement plan advisor teams,” said David M. Kulchar, Executive Vice President and Director of Oswald Financial, Inc. “It’s a true testament to Oswald’s team commitment to our clients and how hard they work. We look forward to continuing to provide exceptional service to our plan sponsors and their employees.”
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. The qualification standards required that teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans.
Learn more at: http://www.planadviser.com/top100.aspx?y=2014
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Other advisory services offered through Oswald Financial, Inc., a separate entity. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, FL, GA, IN, LA, MA, MD, ME, MI, MN, MO, NJ, NY, OH, PA, PR, SC, TN, TX, VA, VT, WA, CT, KY, MT, NC, OR, WI
