The Team

Osgood & Associates

You are not just another face in the crowd.

You are unique and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Our Advisors

Todd Osgood

Todd Osgood

Financial Advisor

More about me...

Designations

CRPC®, AWMA®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
CA Insurance #0H98173

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Tracey Barnes

Tracey Barnes

Financial Advisor

More about me...

Designations

AAMS®

Top Areas of Focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances

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Our Staff

Nikki A. Cooper

Nikki A. Cooper

Business Development Manager

Lisa Moramarco

Receptionist