Osgood & Associates Team Profile | Ameriprise Financial

Creating lifelong relationships and raving fans by helping our business entity, individual and charitable organization clientele pursue their financial goals.

Retirement Planning Strategies
Tax Planning Strategies
Investment Management
Retirement Income Strategies
Retirement Plan Distribution
Intergenerational Planning
Executive Compensation and Benefit Strategies
Cash Flow Management Strategies
Wealth Preservation Strategies
Social Security Retirement Benefits
Estate Planning Strategies
Insurance
Family Finances
Charitable Giving
Small Business
Saving for Education

Jennifer Baltic Osgood, Ameriprise Circle of Success, 2005-2024
Osgood & Associates, Ameriprise Client Experience Award, 2020-2024
Jennifer Baltic Osgood, Ameriprise Ultimate Digital Excellence Award, 2023

We support the American Cancer Society, Crisis Center of Tampa Bay, Dogs, Inc., End 68 Hours of Hunger, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Gasparilla Music Festival, Heroes on the Water-Tampa Bay, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, Sidewalk Stompers, Smart Ride, Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, & West Tampa Chamber of Commerce.

7 albums

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