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: 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