Merrill Lynch Financial Advisor Robert Dwyer - Punta Gorda (FL)

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.

Jenn Turner James Blume is very knowledgeable and goes above and beyond for his clients. He is familiar with current law and ensures compliance with IRS rules & regulations. He works with many of my family members and friends and we are all pleased

Yanic Amblard They were very helpful during my finances problems as a result of hurricane Irma

Mark Clayman We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendations for our portfolio based on our risk tolerance, personal goals & retirement goals. In addition, their entire team provides great client service and follow-up to our requests.

Monica Wojtas Mark and his team are great! They listen to your needs and goals, then help you formulate a plan to get where you would like to be.

Josh W We love working with Chris & Shawn - theyve built an amazing team at Mosaic who are thorough, thoughtful, and create an incredible experience throughout!!!