Tampa, FL Financial Planner

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

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

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

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

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

Great company with experts in Financial Planning! Highly recommend.

Fouad Ten and his team have provided us the best experience possible in our refi. Thank you for all of your efforts and professionalism.

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

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

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

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

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

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

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.

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

(Translated by Google) My name is Jean Dany and I want to thank Andy Vasquez from customer service at this bank branch. I had problems and in all the branches they were v ... more

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

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

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

Very knowledgeable, explains things in ways you can really understand. His Services are Top Notch, customer service is Awesome, definitely would recommend to anyone.

My experience at Bankers Life has been great! The continuous training is extremely beneficial and really sets you up for success. The structure provided, as well as the s ... more

What a great place to start a business. Come change your Life.

Bankers has truly changed my life! They are a friendly place to work and allow for diversity in the work place. Something I can truly stand behind.

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

David and his team are the best to work with. They take the time to understand your needs, goals, and tailor your financial planning to provide clarity and confidence in ... more

Great service but the name change is confusing