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Osiwala Financial Group, A Wealth Management Firm

Osiwala Financial Group, A Wealth Management Firm

Investment ManagementFlag of USRochester Hills, Michigan, United States1-10 Employees

Company overview

Headquarters990 E South Blvd, Suite 100, Troy, Michigan 48085, US
Phone number+12488288000
Website
NAICS5231
SIC628
Keywords
Tax Planning, Wealth Management, Insurance, Estate Planning, Retirement, Investment Management
Founded1990
Employees1-10
Socials

Key Contact at Osiwala Financial Group, A Wealth Management Firm

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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.

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Osiwala Financial Group, A Wealth Management Firm revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Osiwala Financial Group, A Wealth Management Firm has never raised funding before.

Osiwala Financial Group, A Wealth Management Firm Tech Stack

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Frequently asked questions

Osiwala Financial Group, A Wealth Management Firm is located in Rochester Hills, Michigan, US.
You can reach Osiwala Financial Group, A Wealth Management Firm at +12488288000.
Osiwala Financial Group, A Wealth Management Firm was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Osiwala Financial Group, A Wealth Management Firm has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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