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Business Profile

Retirement Planning Services

Oswald Financial Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(402) 904-7924Email BusinessWrite a Review

About

Overview

Oswald Financial Group

8540 Executive Woods Dr # 300

Lincoln, NE 68512-9209

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Oswald Financial Group is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Oswald Financial Group provides financial planning services, including tax-efficient strategies, legacy planning, retirement planning, and insurance strategies. The company assists clients with creating personalized plans for wealth management and future financial security.

BBB Accredited Since: 4/14/2016

Years in Business: 19

Products and Services

This company provides sales of insurance products including Medicare, life, disability and long term care. They also offer retirement planning, senior products and 401K rollovers.

Business Details

Local BBB:
BBB of Midwest Plains
BBB File Opened:
2/29/2012
Business Started:
8/1/2007
Business Incorporated:
2/1/2011
Type of Entity:
Corporation
Alternate Names:
Oswald Insurance, Inc.
Business Management:
Bryan Oswald, CEO/Owner
Levi Kalb, Marketing Director

Additional Contact Information

Principal Contacts
Bryan Oswald, CEO/Owner
Customer Contacts
Bryan Oswald, CEO/Owner
Levi Kalb, Marketing Director
Additional Email Addresses
Primary: Email this Business
Social Media

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.

Additional Information

Business Categories
Retirement Planning Services, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Insurance Agency, Insurance Agent, Insurance Consultant, Medicare Supplements, Accident Insurance, No License Required Financial Consultants, Medicare, Long Term Care Insurance, Senior Insurance, Dental Insurance, Disability Insurance, Medicare Advantages, Financial Planning Kits, Vision Insurance

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.