Oswald Financial Inc - Cleveland, Ohio

Introduction to Oswald Financial Inc.

Oswald Financial Inc. is a financial consultant firm located in Cleveland, Ohio. Situated at 950 Main Ave Suite 1400, Cleveland, OH 44113, the company offers a range of financial services designed to assist individuals in achieving their long-term financial goals. They can be contacted at 8332245660, and their website, oswaldfinancial.com, provides further details about their services and team. Access to the office is facilitated through a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity. Restrooms are also available onsite.

Services Offered

While the specific details of their offerings are best gleaned from their website or direct consultation, Oswald Financial Inc. appears to specialize in providing personalized financial guidance. Given the nature of a financial consultant, they likely assist clients with a variety of matters, including retirement planning, investment strategies, wealth management, and potentially estate planning. The company seems to emphasize a tailored approach, suggesting they prioritize understanding each client’s unique circumstances and objectives. It’s important to note, however, that recent feedback suggests a potentially lengthy initial engagement process, as highlighted by one client’s experience regarding a substantial, multi-page document sent for completion.

Location and Accessibility

The firm’s location at 950 Main Ave Suite 1400 in Cleveland, OH 44113, places them in a relatively central area of the city. The emphasis on accessibility – with the wheelchair-accessible entrance, parking lot, and restrooms – indicates a dedication to accommodating clients with mobility challenges. This commitment to inclusivity is a positive aspect of the company’s operations. The company has a rating of 3/5 based on Google My Business reviews.

Client Experience and Considerations

Based on available information and customer feedback, potential clients should approach initial contact with a degree of preparation. The experience described by one client regarding the extensive email sent for completion – a document reportedly spanning multiple pages – raises questions about the efficiency of their initial consultation process. It’s advisable to inquire about the scope of the initial assessment and the anticipated timeline for developing a tailored financial plan. A recommended appointment is suggested to facilitate a more in-depth discussion. The company's website and phone line provide convenient means of scheduling a consultation.

Key Features & Additional Information

• Website: oswaldfinancial.com
• Phone: 8332245660
• Address: 950 Main Ave Suite 1400, Cleveland, OH 44113
• Specialties: Financial consultant
• Accessibility: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom

It is recommended to thoroughly review the firm’s offerings and engage in a preliminary conversation to determine if their services align with an individual’s financial needs. While their commitment to accessibility is commendable, prospective clients should be mindful of the potential for a lengthy initial engagement process. Further clarification regarding their service delivery and fee structure is always advisable before committing to any financial planning services.

👍 Reviews of Oswald Financial Inc

Rob M.

3/5

I hear radio commercial almost every morning on my way to work, I’m getting close to retirement and thought I would check with someone local. Lady that answered was very polite and explained she would email me something to fill out and someone would contact me. After page 3 I deleted email. It was 10 pages best I could tell. I’m still looking who I’m going to give my business, not explaining parents medical history ect when I havn’t even had a meeting with you. I need to know what your going to do with my money and your credentials.

Silas C.

5/5

Always had positive interactions with OFI. They are a great local company that cares about their clients.

Michael G.

5/5

I don't like fake reviews either. I hope this helps.

Michelle W.

1/5

Bad advice, worse communication skills. Don't trust them with your hard earned money.

Christie B.

1/5