Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.

Osaic Wealth Form CRS

All information on this site is for informational purposes only. Opinions expressed are solely those of Kenneth P. Mascari. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

CA Insurance License 0776550

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.