OsborneKlein, Courtney Retirement merging
Shaun M. Osborne, CFP, CRPC, CFS, of OsborneKlein and Russ Courtney of Courtney Retirement and Investment Services are merging their practices to form the seventh office of OsborneKlein, a platinum financial advisory practice of Ameriprise Financial.
“OsborneKlein’s growth and presence in Michigan and Ameriprise Financial’s 120 years of expertise will enable us to draw more resources and expertise from America’s largest financial planning company,” Courtney said. “We’re excited about the opportunity to move forward together and create a financial services company that is well positioned to return great value to its clients and the communities it serves.”
With the addition of Alpena, the firm consists of seven office locations throughout Michigan. The other locations are Portage, Battle Creek, Petoskey, Grand Rapids, Hillman and Ossineke.
“Focusing on service is the cornerstone of our firm’s culture, built on a foundation of loyalty and commitment to our clients. Together, we can capitalize on the inherent strengths and complementary portfolios of our two companies, while achieving significant synergies by applying the Ameriprise platform to gain additional investment management, planning and marketing leverage,” said Osborne, who is the firm’s managing partner.
In addition to its expansion geographically, OsborneKlein has formed a combined expertise that strives to provide excellent advice and outstanding service to clients. The firm’s focus is to enhance client experience through comprehensive financial planning, wealth management and retire income strategies.
To find out more, visit ameripriseadvisors.com/team/osborneklein or call 866-439-0911.