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Our Company

Osgood & Associates, P.C. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, and have thus earned a reputation for excellence in our industry. While most firms only offer assistance to their clients in a limited number of areas, we have the expertise and experience to assist our clients with every area which impacts their financial lives. From comprehensive financial planning to wealth management to complex tax consulting, we are well-equipped to advise on the issues that our clients face on a daily basis.

Our Comittment

We are experienced professionals with real-world knowledge and a "hands on" approach to financial guidance. Our team members have attained industry-leading accreditations such as Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Personal Financial Specialist (CPA/PFS). Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital in order to successfully make prudent financial decisions. As our client, we will assist you with gaining an understanding of the many relevant issues which affect your finances. On an ongoing basis, we will strive to keep you informed of current issues that may have an impact on your financial well-being. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 713.425.4949.