


Osiwala Financial Group, A Wealth Management Firm
Investment Management • Rochester Hills, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 990 E South Blvd, Suite 100, Troy, Michigan 48085, US |
| Phone number | +12488288000 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Insurance, Estate Planning, Retirement, Investment Management |
| Founded | 1990 |
| Employees | 1-10 |
| Socials |
Key Contact at Osiwala Financial Group, A Wealth Management Firm
Kristen Arnold
Director of First Impressions/Event Planner/Adminitrative
About Osiwala Financial Group, A Wealth Management Firm
Osiwala Financial Group is a Michigan wealth management company and was founded with the goal of assisting our clients in every aspect of their financial lives. We are dedicated to providing a high level of personal service, thus earning a reputation for excellence in our industry. Our mission is to raise the probability of your financial success so that you spend little time worrying about your retirement and financial future, knowing we are here as your guide to ensure you live your life on purpose. We have dedicated our lives at Osiwala Financial to helping and educating people that are in or near retirement and for us to be there when they need us. We believe in partnerships and are committed to building lifelong relationships. Our team consists of seasoned professionals with a "hands on" approach to financial guidance. We do everything we can to keep our clients focused on where they want to go and advise them on how to get there. Our firm believes on the principle that education and understanding of one's current financial situation is vital to successfully making prudent decisions concerning one's future financial condition. Our success is measured by having a complete understanding of our client's values and goals while delivering innovative financial strategies and unparalleled service to turn those goals into reality. Investment advisory services offered through Barber Financial Group, Inc. dba Osiwala Financial Group, an SEC registered investment adviser.
Osiwala Financial Group, A Wealth Management Firm revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Osiwala Financial Group, A Wealth Management Firm has never raised funding before.
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