Team profile

Our approach

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

Areas of focus

  • 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

Awards & recognition

  • Osgood & Associates, Ameriprise Client Experience Award, 2020-2023
  • Jennifer Baltic Osgood, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Osgood & Associates - Community participation photo

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.

Our photos

7 albums
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