Face to Face Financial Advice
Talk to an Osaic Institutions* financial professional about your goals for investing, retirement, or wealth management, and they will work with you to help you create a strategy to suit your needs. If you've already met with an Osaic Institutions financial professional, view the portfolio you've designed together through Client Connect.
Cynthia Pollard
President, GSG Wealth Management Program Manager, Osaic Institutions
Laura Saunders, CFP®
Sales Assistant to Stephanie Gudka
Olivia Millradt
Manager, GSG Program Resource Center and Registered Representative, Osaic Institutions
