Oswald Financial Inc., Cleveland, OH Videos
Videos by Oswald Financial Inc. in Cleveland. Oswald Financial, headquartered in Cleveland, OH, is a full service advisory firm with a focus on re
Join us on March 12th at at 9:30am EST as Christopher Mathys, QKA, ChFC® will be speaking about risks in public-sector retirement plans. Register using this link and watch our teaser video below! https://oswald.zoom.us/webinar/register/WN_b89BNk95QcSCcq7-u6Ql0g#/registration
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Join us on March 12th at at 9:30am EST as Christopher Mathys, QKA, ChFC® will be speaking about risks in public-sector retirement plans. Register using this link and watch our teaser video below! https://oswald.zoom.us/webinar/register/WN_b89BNk95QcSCcq7-u6Ql0g#/registration
A huge congratulations to our outstanding 2023 "Ace" (Top 100 Retirement Plan Advisors Under 40) Tyler Deck representing Oswald Financial, Inc. out of more than 500 nominations! Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry. https://www.napa-net.org/2024-aces-top-100-retirement-plan-advisors-under-40
Happy #internationalwomensday from our inspiring group of women to yours! May this day be a celebration of your courage, strength, and resilience. 💪❤️ #womeninbusiness #womensupportingwomen
A huge congratulations to our outstanding 2022 Top Woman Advisor, Pam Brooks, representing Oswald Financial, Inc. out of over 500 nominations! NAPA created the Top Women Advisors accolade in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession. We want to thank Pam for the excellence she brings to our industry, and the difference she has made and continues to make for the retirement security of millions of Americans! #retirement #womeninbusiness #topwomenadvisors #womenempowerment #excellence #congratulations
A huge congratulations to our outstanding 2021 "Ace" (Top 100 Retirement Plan Advisors Under 40) Sarah Majeski representing Oswald Financial, Inc. out of nearly 700 nominations! Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry. https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40
Happy Veterans Day
This #VeteransDay we want to thank and honor all service members for their strength, courage and sacrifice. ##VeteransDay2021
Congratulations to Sarah Majeski for being named as a 2021 NAPA Top Women Advisor “Rising Star”! https://www.napa-net.org/news-info/daily-news/breaking-news-announcing-2021-napa-top-women-advisors
It was a beautiful day to shoot some clays at Hill 'n Dale Club! Special thanks to Dennis Neate, CIC, CRM for letting us entertain our clients out of an office setting!
Congratulations to our PLANSPONSOR 2021 National Conference panelist Sarah Majeski! Sarah shared her expertise in: -What 3(16) plan administrators, 3(21) investment advisers and 3(38) investment managers do -How plan sponsors can outsource nearly all duties through pooled employer plans (PEPs) - newly created by the Setting Every Community Up for Retirement Enhancement (SECURE) Act -What to look for in outsourcing solutions Well done Sarah! 👏