Oswald Financial

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! We can’t wait to see how Deena and her classmates help drive positive change throughout our region!

🎃👻Happy Halloween from your Oswald Financial Team! 👻🎃We’re here to scare away financial stress and help you plan for a boo-tiful future! Can you guess what we’re each dressed as this year? Drop your guesses in the comments below! Wishing everyone a safe and spooky Halloween!

Celebrated some incredible team members who hit major birthday milestones this year through a friendly competition game of Milestone Jeopardy! 🎉 Please join us in wishing a very happy birthday to Kayla Huff, Jason Day, Russell McAlonie, and Steve Kloss!🎈

As the year draws to a close, retirement planning continues to be a complex and evolving field. With new regulations, political changes, and emerging trends, staying informed is crucial for both individuals and organizations! oswaldfinancial.com/news-events/na…

Thank you to everyone who joined us at the Browns Stadium for an inspiring morning with Dr. Kevin Elko and Josh Cribbs! Your energy made the event unforgettable, and we’re so grateful for the powerful motivation they shared with us all. As always, thank you to our sponsors!

Read below about 5 ways plan sponsors can manage their fiduciary liability during the rise of lawsuit trends. #FiduciaryLiability #401klawsuits oswaldfinancial.com/news-events/la…

Join us in celebrating our 25th anniversary! We want to extend a sincere thank you to all of you who have welcomed us into your lives and businesses over the years. Hear from Deena Rini, SVP & Managing Director, as we commemorate 25 years. #retirementplans #oswaldfinancial

Our team is honored to be recognized with Barron's 2024 Top 100 Institutional Consulting Teams! This achievement is a true testament to the hard work, dedication, and passion of every single member of our team. See the full list here: barrons.com/advisor/report…

Feeling stressed about the stock market volatility? Remember, staying calm is key. Check out this helpful video that shares tips on how to keep your cool and make informed decisions: oswald.zoom.us/rec/share/VvTg… Passcode: Oswald!0724

Yesterday we celebrated Bring Your Kid to Work Day! We believe in nurturing the next generation of leaders by showing them the importance of financial literacy and the amazing opportunities in our industry. Thank you to all the parents and kids who joined us today!

Approaching retirement should be fun and exciting, but many times it ends up causing enough stress to make the workday less productive. That’s where our Money Coaches come in. Read more below about how we can help you retire stress-free! oswaldfinancial.com/news-events/wh…

Join us for an informative webinar on navigating Medicare! Register now to secure your spot: oswald.zoom.us/webinar/regist…

REMINDER | THIS THURSDAY! Register now: oswald.zoom.us/webinar/regist…

At the heart of Oswald's values lies a deep commitment to our community. We believe in the power of unity, support, and positive change. We had the opportunity to partner with Greater Cleveland Food Bank this week to help make a direct impact on combating hunger in our community!

How do you know if transitioning from your current single employer plan to a PEP would make sense for you? Join our webinar to find out! Register HERE: oswald.zoom.us/webinar/regist…

Pension plans are experiencing exceptional growth in 2024. Michael Gheen explores the implications for you and provides guidance on how to navigate this trend below! oswaldfinancial.com/news-events/pe…

Happy #nationalpetday from OFI's furry friends to yours! Celebrate with us by sharing a photo of your pet below & tell us how they brighten your life!

We're thrilled to share that Doug Stalter has earned recognition as one of the 2024 PLANADVISER Top Retirement Plan Advisers, alongside 263 advisers who stand out for their service of all types of retirement plans! Congrats Doug! planadviser.com/awards/2024-to…

Exciting News - our team is growing! We're thrilled to welcome Stephanie Gingrich and Adam Sanders to Oswald Financial, Inc. With Stephanie's distinctive background and Adam's fresh perspective, we're beyond excited to see the amazing contributions they'll bring to the table!

We have been highlighted as one of the nation's leading retirement plan advisor firms by NAPA! We are so proud of having a huge impact every single day in building a more financially secure retirement for millions of Americans!