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Osaic FA is a national financial planning firm providing Broker/Dealer services to representatives in hundreds of offices across the country. Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning strategies using comprehensive strategies and state-of-the-art software. Our advisors can help you implement financial solutions to address the unique needs uncovered during the financial planning process.
As a firm, we are among the leaders in offering retirement income security services. Our advisors and, ultimately, our clients can benefit from our National Planning Institute of CERTIFIED FINANCIAL PLANNERTM practitioners (CFP®), investment professionals, design attorneys* and Certified Public Accountants (CPAs)* who assist in providing the information and solutions you need. We have a dedicated group of advisors who are specially trained to help clients meet their specific retirement needs and goals. These advisors have obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation from The College for Financial Planning, which has provided financial services education since 1972.
Our firm's philosophy - the one that uniquely defines the way we do business - is Serve First, Last and AlwaysSM. The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get you to take the actions that are necessary to put your financial affairs in the appropriate order. Our advisors are singularly focused on helping you identify, quantify and ultimately realize your retirement security objectives.
*Licensed, not practicing.