Tampa, FL Financial Planner

Christian is a thoughtful financial advisor that actively listens to our goals and has provided a roadmap that has given us great peace of mind involving retirement, and ... more

We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendation ... more

Have known Jason for 20+ years. Definitely a hard worker and good guy. Florida is good stuff. Might have to have an office down there when my girls head off to college. A ... more

Miranda Gutierrez and the whole team at Jaffe Tillchin Wealth Management are absolutely the best. I have experienced excellent service from Miranda in all of my insuranc ... more

I would leave 6/5 stars if I could. As a college/ ROTC student she has been such a blessing helping me with my future financial decisions at an early age. She was happy t ... more

Losers in suits run this place. Completely unprofessional and the worst customer service provided. Waited days and days for a simple financial insurance policy to be dr ... more

We are new to Jeff and his company and so far, we are pleased with his service and advice! He is easy to work with, available to answer questions and very communicative ... more

Elliot has been a great help in all financial matters. He is knowledgeable and always willing to help and answer questions.

She is extremely thorough and engaging. Was not pushy and made us feel comfortable and valued. She truly listens.

Working with Jason and Jackie has been a simple process. I also appreciate the quick response from them whenever I do have questions about my different investment account ... more

Brad Randall is the best of the best! If you need a great financial advisor. I highly recommend that you consider talking to Brad. He is everything I need in an adviso ... more

We are very excited to work with this very capable, knowledgeable and highly professional individual. She comes highly recommended by multiple people that have had great ... more

Amazing person, even better Financial advisor. His guidance, skill, caring & focus have helped to create a legacy for our family that does him proud. No two ways about, ... more

So far Lance is top notch. He handled my parents finances for the past 30 years or so, handled the settling of the estate with grace and compassion, and is now handling ... more

Excellent financial services and advice. We feel very confident and secure with the Jennifer Baltic Osgood team at Ameriprise Financial Services. We have been able to en ... more

There are no words to express How professional and knowledgeable he has been for me and my husband. I have never doubted his good advice for our needs both as a financial ... more

Josh Padrick is a great advisor. He really listens, and that is rare. Brilliant too!

Thank you, Joshua! Appreciate your time and attention to detail in helping us understand all of our financial options. Always proactive and looking out for us!

He is a great advisor. He has helped me after my husband died. I am so thankful for his help. I Would recommend him to anyone

We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendation ... more

If you have never discussed your future with a financial professional I HIGHLY suggest you do so. I used the same financial firm for almost 10 years. I also realized th ... more

So far Lance is top notch. He handled my parents finances for the past 30 years or so, handled the settling of the estate with grace and compassion, and is now handling ... more

Brad Randall is the best of the best! If you need a great financial advisor. I highly recommend that you consider talking to Brad. He is everything I need in an adviso ... more

Mike is very knowledgeable on what investment strategies are right for us. He is responsive to all our questions and follows up to see if we have any concerns.

Mike Conway is pleasant,professional, patient & very knowledgeable. Id recommend him to anyone!

I have used Raoul Schneider for financial management since early 2007. His advice and willingness to listen to my thoughts and concerns have been exemplary. Through him I ... more

Great Company. Have best experience so far with this company. I did a claim and got my check within a week.

Great company with experts in Financial Planning! Highly recommend.

Good afternoon, this bank is very bad, your attention is terrible. My account was overdrawn 3 times by 66 cents. And that I sent his to cancel the account and they didn't ... more

Excellent financial services and advice. We feel very confident and secure with the Jennifer Baltic Osgood team at Ameriprise Financial Services. We have been able to enj ... more

My grandmother used this business and they have been taking there time I personally will never use this company

Brandons firm has been managing my money for several years - I only wish I could have started working with Brandon and team earlier!! The peace of mind I have secured th ... more