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

OsborneKlein is a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, dedicated to providing personalized financial advice and investment solutions to affluent clients in Michigan and beyond. We partner with individuals to develop comprehensive financial plans, encompassing estate planning, complex tax strategies, and investment planning, all designed to help them achieve their long-term goals. Our team of elite advisors, trained through Ameriprise, offers a high level of service and expertise, focusing on building lasting relationships based on trust and understanding.

With locations across Michigan – including Alpena, Battle Creek, Petoskey, Portage, Grand Rapids, and Chicago – and a commitment to simplifying our clients’ lives and empowering them to live their vision, OsborneKlein offers a secure digital experience and a dedicated team to guide you every step of the way. We are proud to be recognized as a Forbes Best-in-State Wealth Management Team, reflecting our commitment to client satisfaction and delivering exceptional financial outcomes.