Osgood & Associates

Osgood & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Are you looking for ways to reach your financial goals in today's volatile market?

Our Approach:

Creating lifelong relationships and raving fans by helping our business entity, individual, and charitable organization clientele pursue their financial goals. Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and und

erstand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. Areas of Focus:
~ Charitable giving strategies
~ Executive compensation and benefit strategies
~ Financial planning for small business
~ Insurance
~ Women's Financial Strategies

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect:
Professional help in clarifying your financial goals and priorities. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Accurate information about our tailored solutions, including risks, benefits and costs

What to bring:
~ A list of any questions you have regarding your current financial situation
~ Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
~ A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Private Wealth Advisors:
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Please visit www.ameriprise.com/social for more important disclosures and information.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
09/09/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

https://bit.ly/468uLdN The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead...
09/08/2026

https://bit.ly/468uLdN

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, we can help.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Many individuals and business owners wait until tax season to think about taxes. The reality is that the best tax strate...
09/05/2026

Many individuals and business owners wait until tax season to think about taxes. The reality is that the best tax strategies happen throughout the year.

September is the perfect time to review income, expenses, charitable contributions, and retirement savings to identify opportunities before year-end. Being proactive today can help reduce stress later.

When it comes to retirement planning or business succession planning, time can be one of your most powerful assets. Solu...
09/03/2026

When it comes to retirement planning or business succession planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

https://bit.ly/4qKAfVj College planning isn’t just about saving — it’s about how you save.Tax‑efficient strategies, incl...
09/01/2026

https://bit.ly/4qKAfVj

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead. Did you know grandparents can help fund this goal tax efficiently?

Use the tax code to your benefit for a loved one’s education.

Boots on the ground serving Michigander clients Denise, Steve, Carrie, Paisley, and Michael. From generational wealth pl...
08/31/2026

Boots on the ground serving Michigander clients Denise, Steve, Carrie, Paisley, and Michael. From generational wealth planning to bottle feeding, we have you covered! Financial planning is fun for the whole family.

Happy Birthday Rowland! We hope you enjoy your day!!
08/28/2026

Happy Birthday Rowland! We hope you enjoy your day!!

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

📚✏️ Back to School, Back to Smart Money Habits 💰A new school year isn't just about fresh notebooks and schedules—it's al...
08/26/2026

📚✏️ Back to School, Back to Smart Money Habits 💰

A new school year isn't just about fresh notebooks and schedules—it's also the perfect time to build healthy financial habits that can last a lifetime.
Remember: Financial success isn't about how much money you have—it's about how well you manage it.

This school year, make financial literacy one of your most valuable subjects.

Address

1103 West Cleveland Street
Tampa, FL
33606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18138700892

Website

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