OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

OsborneKlein
A private wealth advisory practice of Ameriprise Financial Services, LLC

At OsborneKlein, our team of elite private wealth advisors partner with affluent clients to develop their financial plans and guide them towards meeting their financial goals. Our advisors have completed specialized training through Ameriprise, and often have an area of focus, such as advanced estate planning, complex tax, or investment planning strategies.

Our Mission:

To develop and maintain long-term relationships with clients who are committed to working towards their financial goals. To provide service beyond the clients' expectations by providing high-quality financial advice, and the products and services to implement that advice through the financial planning process. The ultimate goal is to simply our clients' lives, give them peace of mind and help the live "their vision."

Locations:

Alpena
123 S Second Ave
Alpena, MI 49707
Phone: 989.356.2100

Battle Creek
928 W Columbia Ave
Battle Creek, MI 49015
Phone: 269.966.0558

Petoskey
600 Charlevoix Ave
Petoskey, MI 49770
Phone: 231.439.0911
Fax: 231.439.0919

Portage
7130 S Westnedge Ave
Portage, MI 49002-4209
Phone: 269.321.5002
Email: [email protected]

Grand Rapids
3351 Eagle Run Dr NE Ste C
Grand Rapids, MI 49525
Phone: 616.464.6255

Chicago
105 West Madison Avenue
Suite 2100
Chicago, IL 60602
Phone: 312.596.2348