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, 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, Southeastern Guide Dogs, Inc., 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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