Oswald Financial Inc.

Oswald Financial Inc. Oswald Financial, headquartered in Cleveland, OH, is a full service advisory firm with a focus on re Headquartered in Cleveland, OH, Oswald Financial, Inc.

enjoys strong relationships with highly respected clients throughout the country. Whether a large corporation, small business or individual seeking to attain personal retirement goals, we earn our reputation by providing the guidance and the results-driven strategies to preserve your financial assets. We are able to aim to deliver to clients what had traditionally only been available to larger pla

ns – heightened best practices and investment due diligence, assistance with implementing an open-architecture plan, independent vendor search and benchmarking, and high-quality service and communications. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Retirement Plan Consulting Services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org and www.sipc.org). Other advisory services offered through Oswald Financial, Inc., a Registered Investment Advisor. Oswald Financial, Inc. and LPL Financial are separate non-affiliated entities. For a list of states in which we are registered to do business, please visit www.oswaldfinancial.com

Huge congratulations to Tyler Deck for being named one of NAPA’s 2026 Top Retirement Plan Advisors Under 40 - National A...
12/09/2025

Huge congratulations to Tyler Deck for being named one of NAPA’s 2026 Top Retirement Plan Advisors Under 40 - National Association of Plan Advisors “Aces”! Tyler continues to stand out among nearly 650 nominees as a young, dedicated retirement plan professional who consistently goes above and beyond - demonstrating strong leadership and helping raise the bar for our industry. He represents the next generation of financial professionals driving the expansion and improvement of retirement plans for millions of American workers. See the full list here: https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces/

Our team had an incredible experience yesterday at our team retreat with Hope Meadows Foundation! We took time away from...
10/30/2025

Our team had an incredible experience yesterday at our team retreat with Hope Meadows Foundation! We took time away from the office to reconnect, de-stress, and build team wellness together. With the support of the fantastic team at Hope Meadows, we spent the day immersed in their equine and nature-based programs and had a lot fun! 🐴

We are proud to announce that our Managing Director, Deena Rini, has been accepted into the Leadership Cleveland Class o...
07/16/2025

We are proud to announce that our Managing Director, Deena Rini, has been accepted into the Leadership Cleveland Class of 2026 through the Cleveland Leadership Center!

Deena will join a diverse cohort of 66 exceptional leaders this fall for a 10-month transformational journey where they will:
✶ Engage in a comprehensive exploration of collaborative leadership
✶ Dive deep into Cleveland’s civic structure, issues, and assets
✶ Cultivate an unparalleled network of fellow change-makers to drive meaningful impact

We can’t wait to see how Deena and her classmates help drive positive change throughout our region! See the full list of the Class of 2026 here: https://www.cleveleads.org/announcing-the-leadership-cleveland-class-of-2026/

Pooled Employer Plans (PEPs) cut costs, reduce admin work, and expand retirement access. Pair it with our Fiduciary Co-P...
02/18/2025

Pooled Employer Plans (PEPs) cut costs, reduce admin work, and expand retirement access. Pair it with our Fiduciary Co-Pilot Program for expert support, investment oversight, and employee education. See how it works in our latest blog: https://www.oswaldfinancial.com/news-events/understanding-pooled-employer-plans-peps-a-game-changer-for-retirement-savings/

Pooled Employer Plans (PEPs) simplify retirement planning for employers by offering robust benefits with reduced administrative burdens and costs. Introduced by the SECURE Act of 2019, PEPs expand access to retirement plans, especially for small and mid-sized businesses, by pooling resources and lev...

📢 Join us for a must-see webinar THIS Thursday, Feb. 20, at 3PM EST! Get expert insights on retirement & tax planning, i...
02/18/2025

📢 Join us for a must-see webinar THIS Thursday, Feb. 20, at 3PM EST! Get expert insights on retirement & tax planning, including maximizing savings, managing tax liabilities, and understanding recent tax law changes. No matter where you are in your journey, this session will help you plan for a secure financial future.
🔗 Register now:

Get answers to the most pressing questions about retirement and tax planning in this engaging webinar. Our speakers will break down complex topics like maximizing retirement savings, managing tax liabilities, and navigating recent tax law changes. Whether you’re just starting out or approaching re...

02/13/2025

Managing retirement plans is increasingly complex, with rising demands and risks. Major companies face lawsuits over plan missteps. Partnering with specialized advisors is crucial. Stay informed on trends like Secure Act 2.0 and healthcare costs. Oswald Financial offers expert guidance for your comp...

12/22/2024

Happy Holidays from all of us at Oswald Financial! Enjoy this fun video of your favorite team getting competitive in holiday games. Also a special shoutout to our 2024 runner-up MVP, Cliff Cowles, & our 2024 MVP GOAT, Liana Lopez, for absolutely earning these titles this year. 🏆👏

11/11/2024

This we want to thank and honor all service members for their strength, courage and sacrifice.

Address

950 Main Avenue, Suite 1400
Cleveland, OH
44113

Telephone

+18332245660

Website

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