Earlier this year, Forbes recognized the OsborneKlein team as one of the Best-In-State Wealth Management Team for 2024! We couldn't be prouder of this accomplishment. This is the second consecutive year that our team has been recognized for their skills, culture, ambition, and service quality to help our clients reach their financial goals. https://lnkd.in/eEk6uGz6
OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Financial Services
Portage, Michigan 15 followers
We help you plan for your future so you can live in the moment.
About us
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: planwithOK@ampf.com 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
- Website
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https://www.osborneklein.com
External link for OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Portage, Michigan
- Type
- Privately Held
Locations
Employees at OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
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Jason M. Klein
Financial Advisor / Managing Partner at OsborneKlein, a private wealth advisory practice of Ameriprise Financial Services, LLC
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Nicolas CUGIER
★ Helping Businesses Grow through Marketing ★
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Michael Brown
Client Service Specialist - Team Lead at OsborneKlein of Ameriprise Financial
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Jacob Miller, CFP®
Financial Advisor at OsborneKlein, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Updates
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We are pleased to announce that, earlier this year, Jason Klein has been recognized by Barron's as one of the Top 1,200 Financial Advisors in 2024! He is the top Ameriprise Financial Advisor in Michigan and has placed 9th in the state overall. This prestigious ranking recognizes the quality of service which is provided. Congratulations Jason! The full list: bit.ly/3IAFxh9 #barrons #awards #best #financialplanning https://lnkd.in/efmFmxcR
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We are excited to launch our new LinkedIn page! We wanted to upgrade from our previous company page so we could provide more updates and information about our practice, our team and the efforts we deploy for our clients. As you may already know, OsborneKlein is a private wealth management practice of Ameriprise. With over 15 years of dedication and experience, our team is committed to providing personalized and comprehensive financial advice and solutions to our clients. We are proud of our team. A team that we built to help individuals and families achieve their financial goals through tailored strategies, specialized advice, and a client-centric approach that focuses on the experience. From retirement planning to investment strategies, we are here to guide you every step of the way. Follow our page for updates on financial insights, market trends, practice updates, and other information on managing your wealth effectively. We look forward to connecting with you and continuing to build lasting relationships.