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Business Profile

Retirement Planning Services

Oswald Companies

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

Oswald is an independent Insurance Broker and Risk Management Firm in Cleveland, OH.

Products and Services

Oswald Advisers deliver the full range of Insurance Brokerage and Risk Management services: Helps individuals and businesses identify, reduce and manage their risks through property and casualty, employee benefits, personal client management, retirement plan services, and life insurance plans. 

Photos and Videos

Business Details

BBB File Opened:
6/23/2022
Business Started:
7/16/1998
Business Started Locally:
7/16/1998
Business Incorporated:
7/16/1998
Type of Entity:
Corporation
Business Management:
(Headquarters Contact): Mr. Robert J. Klonk, Chairman and CEO

Additional Contact Information

Principal Contacts
(Headquarters Contact): Mr. Robert J. Klonk, Chairman and CEO

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of ODI #829; NPN #687146 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

(614) 644-2658

Fax: (614) 6443743

Website

BBB records show a license number of CRD# 6413 / SEC# 801-10970,8-17668 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

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