Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Petoskey, MI area, Shaun Osborne will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What are the business hours for Shaun Osborne - Private Wealth Advisor?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
What services does Shaun Osborne offer?
Shaun Osborne specializes in estate planning strategies, retirement planning strategies, charitable giving, family finances, saving for education, and insurance.
Where is Shaun Osborne - Private Wealth Advisor located?
The office is located at 600 Charlevoix Ave, Petoskey, MI 49770, USA.
How can I contact Shaun Osborne for a consultation?
You can reach Shaun Osborne by phone at +1 231-439-0911 or email at shaun.m.osborne@ampf.com. Additionally, appointments can be scheduled online via the contact page on their website.
Does Shaun Osborne offer online or onsite financial advisory services?
Yes, Shaun Osborne offers both online appointments and onsite services.
What professional certifications does Shaun Osborne hold?
Shaun Osborne holds the CFP®, CRPC®, and CFS® certifications.
What types of financial planning categories does Shaun Osborne cover?
The services include financial planning, investment services, financial consultancy, financial advisory services, and investments.
What nearby restaurants can I visit before or after my meeting with Shaun Osborne?
Nearby dining options include Mi Tequila (Mexican restaurant), Johans Pastry Shop (bakery and smoothie bar), Big Boy (American restaurant), Panera Bread (coffee shop), The Original Pancake House (American restaurant), McDonald's (fast food), and Subway (sandwich shop).
Are there any nearby financial or related services near Shaun Osborne's office?
Yes, nearby you can find other financial services such as OsborneKlein - Ameriprise Financial Services, Jeffrey A. Neill - Ameriprise Financial Advisor, LibertyX Bitcoin ATM, and Western Union money transfer services.
What local conveniences and amenities are close to Shaun Osborne's office?
Near the office, there are convenience stores like Bill & Carol's West Side Grocery and Rite Aid pharmacy, as well as gas stations like bp and Derrer Oil Petoskey Food Shop, plus services like UPS Access Point shipping center and JB's Hair Designs salon.