The Team

Osgood & Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Todd Osgood

Todd Osgood

Financial Advisor

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Designations

AWMA®

Top Areas of Focus

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

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Tracey Barnes

Tracey Barnes

Financial Advisor

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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

Lyvonne West

Lyvonne West

Client Service Manager

Lisa Moramarco

Receptionist