Retirement Plan Services

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Focus and Foresight

Oswald Financial, Inc. is the Retirement Plan Services and Wealth Management Division of Oswald Companies. Much like the other areas of Oswald Companies, Oswald Financial specializes in risk management, providing advisory services through a high-service model. We focus on consistent benchmarking, fiduciary responsibility, advanced plan design, retirement readiness, fee transparency and complete independence in order to serve the client’s best interest. Being a leader and innovator in the industry, Oswald Financial focuses on comprehensive, holistic plan sponsor and plan participant support.

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