AJ Srmek - Ameriprise Financial Services, LLC

(on westnedge ave)
Financial and Investment Services in Portage, MI
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

7130 S Westnedge Ave
Portage, MI
49002

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

AJ Srmek - Ameriprise Financial Services, LLC Photo AJ Srmek - Ameriprise Financial Services, LLC Photo

Latest

Congratulations to Client Service Specialist, Ben Whitaker, for reaching his official 1 year anniversary with OsborneKlein! Ben started out as an intern with us in the past but began working full time on September 30th, 2019 marking today as his official anniversary with the company. Thank you for all that you do to help out our clients and assist our team members, Ben. We hope you have a wonderful day!
September is Life Insurance Awareness Month! Even after your mortgage has been paid and your children are grown, life insurance can still help you cover major expenses during the later stages of your life. Talk to one of our advisors today to see how life insurance can protect your retirement assets and assist in generating/transferring wealth. AMERIPRISEADVISORS.COM Insurance solutions later in life
Fall is here! September 22, 2020 marks the official first day of the Fall season and our team couldn't be more excited! We're ready to see some gorgeous Fall colors and to experience the cooler weather that comes along with them. The leaves around our Petoskey and Alpena offices are already starting to change!
Help us wish a very Happy Birthday to Client Service Manager, Heidi Haaxma today! Thank you for all the work you put in for our clients and team members, Heidi. We hope you have a wonderful day!
Last week, Client Service Specialist, Amy Rachac and her husband John, added a new member to the OsborneKlein Family: Baby Carter Jonathon! Carter was born on Monday September 7th at 1:56 AM and is Amy and John’s third boy! Help us wish a big congratulations to Amy and her family!
Never forget September 11th, 2001. Today, our team is remembering the ones we lost during the attacks on our country 19 years ago. We hope that everyone is able to find time today to think back on the many heroes who sacrificed their lives to save others.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. #TuesdayTips #TipTuesday #Parenting #TeachingKidsAboutSaving #FinancialPlanning #FinancialEducation TIME.COM Why Parents Should Start Small When Teaching Their Kids About Saving
Congratulations to Business Development Specialist, Sarah Hansen, for reaching her 2 year anniversary with OsborneKlein! Thank you for all you do to help bring our clients and team members together, Sarah. We hope you have a fantastic day!
For this month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Give us a call today so we can help you reach that goal! ☎️ 269.321.5002 #NationalFinancialPlanningMonth #October #FinancialPlanning #WealthManagement #PlanningForYourFuture #OsborneKlein #Finances
We are spending today with our “sweetests!” Did you know that Sweetest Day is not only about your significant other, but about everyone special in your life? Be sure to show some love to those who are most important to you today! ❤️ #SweetestDay #OsborneKlein #Holiday #HappySweetestDay
It’s National Boss’s Day today! We want to acknowledge our managing partners; Shaun Osborne and Jason Klein: Their knowledge of the financial industry, as well as their passion for excellence plays a huge role in the success of OsborneKlein. #NationalBossDay #BossDay #Holiday #FridayFun #OsborneKlein #Portage #Petoskey
We sure have a beautiful view beyond our Portage office’s patio! Take a look at all the vibrant fall colors and calm water. The friendly swans sure enjoy this little piece of serenity behind our office, as do we! 🍁🦢
October 24 is known as World Polio Day. Polio is a paralyzing and potentially fatal disease that threatens children in some parts of the world today. Unlike other diseases, polio can be eradicated. Rotary and their partners have driven the effort to eradicate polio worldwide. Members have taken action by contributing countless volunteer hours and funding to protect more than 2.5 billion children in 122 countries from this disease. We are proud of the individuals on our team who are active members of their local Rotary Club. These team members have given back to the community by partnering with Rotary and helping to eradicate this paralyzing disease. Thank you for being active in our communities and supporting this cause! Randy Orwig and AJ Srmek are members of the Rotary Club of Portage. Jeff Wynder is a member of the Rotary Club of Petoskey - 2811. Jeffrey Neill is a member of the Petoskey Rotary Sunrise. Source: Rotary International #WorldPolioDay #October #OsborneKlein #GoodCause #Rotary #RotaryClub #CommunityInvolvement #RotaryClubMembers
In-person classes? Online? Hybrid? No matter what your Fall semester will look like, here are some tips on how to make it more affordable. #WednesdayWisdom #FinancialPlanning #MoneyTips #CollegeSavingTips USNEWS.COM Smart Money Moves for College Students This Fall
We’re thrilled it’s Friday and almost Halloween! To celebrate the season, many of our team members and clients came dressed in festive fashion. We would also like to announce the winner of the annual Pumpkin Carving Contest: the “Baby” by Financial Advisor, AJ Srmek! Congrats! 🎉 We hope you all have a safe and spook-tacular weekend! 🎃 #Halloween #HappyHalloween #OsborneKlein
This Saturday is Halloween, which means it's time for our Annual Pumpkin Carving Contest! Comment your favorite pumpkin you see below to vote. Will the "Mandalorian" take this years prize? Or perhaps the "Baby" will steal your hearts! Remember carvers; this is an anonymous contest, so don't tell which pumpkin is yours. Voting will take place from now until Friday morning, and the winner will be announced on Friday afternoon. Good luck to all of our artists! 🎃
Politics affect every facet of our lives, including finances. If you have any questions about the upcoming election and your finances, we are here to help you. Give us a call today! 231.439.0911 AMERIPRISEADVISORS.COM Ameriprise Advisor
Politics affect every facet of our lives, including finances. If you have any questions about the upcoming election and your finances, we are here to help you. Give us a call today! 269.321.5002 AMERIPRISEADVISORS.COM Ameriprise Advisor
We help you plan for your future so you can live in the moment. Contact us today to get started! #MondayMotivation #MotivationalMonday #OsborneKlein
Happy Election Day! Don't forget to vote today. ☑️ Here's a fun fact about elections: "In the early days, votes were not cast by a secret ballot but by raising hands or by voice. By the mid-1800s, some states were using paper ballots but voters or party leaders were responsible for bringing the ballot to the polls and the votes were public. Massachusetts was the first state to pass a law requiring ballots to be secret in 1888. The trend spread across the United States and in 1891, Kentucky was the last state to adopt this law." Source: Farmers' Almanac #ElectionDay #Voting #GoVote #OsborneKlein
We are thrilled to celebrate Jeffrey Neill's 5th anniversary with OsborneKlein. Congratulations on 5 years, Jeff! We are thankful for your support and the excellence you bring to our organization. #WorkAnniversary #Success #Excellence #Thankful #OsborneKlein #PortageMI #Kalamazoo #Petoskey #Alpena #GrandRapids #Celebrations
We would like to inform everyone that we have decided to close our Twitter account. We will continue to send updates regarding OsborneKlein and the financial industry through our Facebook page. Thank you for your support and understanding.
We are honored and thrilled to share that OsborneKlein has been named a 2020 Winner for The Best and Brightest Companies to Work For in the Nation Program! The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. #TheBestAndBrightestCompanies #BestAndBrightestPrograms #NationalWinner #OsborneKlein #MichiganFinancialAdvisors
November 13 is World Kindness Day! What can you do today to show a random act of kindness? #FridayFun #FridayFacts #WeekendWisdom #WorldKindnessDay #BeKind
We're very excited to celebrate Jason's 17th anniversary as Managing Partner at OsborneKlein! Jason has provided our community with excellent financial advice and inspiration. Thank you for always making your clients and employees feel like we are part of the family. Have a wonderful day! #OsborneKlein #Celebrations #WorkAnniversary #Leadership #Management
Today we honor and remember those who have served. Thank you for your service. Happy Veterans Day! #OsborneKlein #HappyVeteransDay #VeteransDay
We would like to welcome the newest addition to our experienced advisor team. Jacqueline Antone joins us with 30 years of experience in the financial services industry; with over half of the time in various leadership positions. Jacqueline has a finance degree from Central Michigan University. Jacqueline has specific investment management philosophies to share. We are excited to be adding her technical investing expertise to our already robust investment team. Additionally, she has a passion for helping families deal with the complexities associated with Medicare and long-term care decisions. Please join us in welcoming Jacqueline to the OsborneKlein team. #OsborneKlein #GrowingTeam #Welcome #InvestmentTeam #Growth #Team #WealthManagement #FinancialAdvising
We'll work with you to determine the service and solutions that fit your financial needs and priorities. Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings. We're here to help you feel more confident, connected and in control of your financial life. To get started, give us a call today! Portage Location: 269.321.5002 Petoskey Location: 231.439.0911 #OsborneKlein #PrivateWealthManagement #FinancialPlanning #Finances #DiscoverKalamazoo #Kalamazoo #Petoskey #FinancialAdvising #Planning
We want to wish a very happy birthday to Client Service Specialist, Mikey Brown! We appreciate all you do for our organization and clients. Have a wonderful day! 🎉
We are closed today to celebrate Thanksgiving. We hope you have a wonderful day spent with good company and tasty food! #Thanksgiving #HappyThanksgiving #OsborneKlein #ThursdayThoughts #FinancialPlanning # Finances
Happy birthday to the newest addition to our team, Jacqueline Antone! We love getting the chance to celebrate our amazing team members. Have a wonderful day, Jackie! 🎉
At OsborneKlein, we truly enjoy helping our clients achieve their goals. Call us to schedule a time for a complimentary initial consultation. Alpena: 989.356.2100 Grand Rapids: 616.464.6255 Petoskey: 231.439.0911 Portage: 269.321.5002 #FridayFun #WeekendWisdom #OsborneKlein #ContactUs #Finances #FinancialPlanning #FinancialGoals #Investing
The 3 major indexes (Dow, S&P, NASDAQ) set all-time highs today! #Market #GoodNews #OsborneKlein #Celebrate #StockMarket #Investing #Investments #FinancialPlanning
Congratulations to Client Service Specialist, Mikey Brown! Today marks one year of Mikey being part of our team at OsborneKlein. Thanks for all you do for our clients! #OsborneKlein #DreamTeam #Teamwork #TeamMembers #Celebrations #OneYear #WorkAnniversary #Kalamazoo #KalamazooMI #DiscoverKalamazoo #FinancialAdvising
December is finally here and we are thrilled to be entering into the holiday season! Have you started to decorate your home for the holidays? #HelloDecember #WelcomeDecember #December2020 #HolidaySeason #HappyHolidays
• “Unbiased, puts my interest first” • “Explains things in understandable terms” • “Understands me and shares my values” At OsborneKlein, we’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. #OsborneKlein #FinancialAdvising #MichiganFinancialAdvisors #Finances #FinancialPlanning
You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you. We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you. Visit our website today to learn more: https://www.ameripriseadvisors.com/team/osborneklein/ #OsborneKlein #KalamazooMI #PetoskeyMI #GrandRapidsMI #AlpenaMI #FinancialPlanning #MichiganFinancialAdvisors
Please help us congratulate our very own Jeff Neill for being named the 2020 Ron Foeller Community Enthusiast by the Petoskey Regional Chamber of Commerce (Petoskey Regional Chamber of Commerce). Congrats, Jeff! 🎉
Do you have questions about your finances? Are you interested in investing? With the right financial advisor, life can be brilliant. Contact us today to get a head start on your financial goals! #OsborneKlein #Planning #FinancialAdvice #MichiganFinancialAdvisors #Kalamazoo #Petoskey #Alpena #GrandRapids #BattleCreek
“To accomplish great things we must not only act but also dream, not only plan, but also believe.” –Anatole France #MotivationalMonday #MondayMessage #MondayMotivation #Dreams #Goals #FinancialGoals #FinancialAdvisors
Happy birthday to Jeff Wynder! We hope you have a wonderful day. 🎉 #OsborneKlein #Celebrations #Birthdays #HappyBirthday
“For tomorrow belongs to the people who prepare for it today.” –African Proverb Contact us today so we can start helping you plan for your future. #OsborneKlein #FinancialPlanning #FinancialAdvisor #FinancialAdvice #Finances #WednesdayWisdom
Today marks the first day of winter! We are looking forward to celebrating the holidays with family, friends, and a warm cup of hot chocolate. What’s your favorite part about winter? #Winter #December #OsborneKlein #FinancialAdvisors
Happy Birthday to our Client Service Specialist, Amy! We hope you have a wonderful day! #Birthdays #Celebrations #OsborneKlein
Merry Christmas! We hope you have a magical day. 🎄 #MerryChristmas #Christmas #Christmas2020 #HappyHolidays
We are closed today and tomorrow for the holidays. We hope you enjoy some quality time with your loved ones! #OsborneKlein #HappyHolidays #QualityTime #Celebrating #SeasonsGreetings
It’s National Trivia Day! To join in on the fun, let us know what you think the answer is! Answer to come! Source: wealthmanagement.com #NationalTriviaDay #Trivia #Questions #OsborneKlein #Kalamazoo #DiscoverKalamazoo
Happy Anniversary to Administrative Assistant, Sandy Grantham, for six years with OsborneKlein! Thank you for your hard work and dedication toward the success of our business, Sandy! Fun fact about Sandy: she has a curio cabinet full of frog figurines she has collected during her traveling. Each frog is different and made of wood, pewter, jade, and even Petoskey stone. #Celebration #Teamwork #DreamTeam #OsborneKlein #WorkAnniversary
Happy New Year! As we enter 2021, we can help you prepare for whatever life brings–both the expected and the unexpected–with advice tailored to your needs. #January #HelloJanuary #OsborneKlein #FinancialPlanning #2021 #HappyNewYear #FinancialAdvisors #Kalamazoo #DiscoverKalamazoo
Happy New Year’s Eve! Our offices will be closed tomorrow in observance of the holiday. Have a fun and safe day celebrating the New Year. We are looking forward to helping you plan for your future this year! #NYE #NYE2020 #2021 #NewYearsEve #OsborneKlein #Celebrations #HappyHolidays #Holiday
Happy Friday! We’re here to help you feel more confident, connected and in control of your financial life. Give us a call today to get started! 🖥 https://www.ameripriseadvisors.com/team/osborneklein #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance
Don’t have a budget? We recommend building one and sticking to it. Here’s a great guide on how to budget now. You’ll thank yourself later! Link: https://www.realsimple.com/work-life/money/saving/how-to-budget-money #TuesdayTips #Budgeting #FinancialPlanning #Finances #PersonalFinance #Budgeting101 #TuesdayThoughts #OsborneKlein
Planning to retire soon? We can certainly help if you have any questions! Here is a great Forbes article regarding the things you should know about taxes and retirement. https://www.forbes.com/sites/nextavenue/2020/09/17/what-you-need-to-know-about-taxes-and-your-retirement/?sh=71f79fc62695 #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #WeekendWisdom #FridayFun #Retirement #Investing #Taxes
We stand by our Brand Promise. If you are looking for advice when it comes to your finances, we are here to help! Contact us today. #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #MondayMotivation #MotivationalMonday #MondayMessage
Happy Friday! We’re here to help you feel more confident, connected and in control of your financial life. Give us a call today to get started! 🖥 https://www.ameripriseadvisors.com/team/osborneklein #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance
Don’t have a budget? We recommend building one and sticking to it. Here’s a great guide on how to budget now. You’ll thank yourself later! Link: https://www.realsimple.com/work-life/money/saving/how-to-budget-money #TuesdayTips #Budgeting #FinancialPlanning #Finances #PersonalFinance #Budgeting101 #TuesdayThoughts #OsborneKlein
It’s National Michigan Day! We are proud to serve so many wonderful Michiganders. Check out our list of locations below! Alpena: 989.356.2100 Battle Creek: 269.966.0558 Grand Rapids: 616.464.6255 Petoskey: 231.439.0911 Portage: 269.321.5002 #OsborneKlein #FinancialPlanning #WeCanHelp #NationalMichiganDay #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan
Just a reminder that the markets will be closed today in observance of Martin Luther King Jr. Day. Please join us in remembering the incredible example Dr. King set for the world and the strides he made for the Civil Rights Movement. Our offices will be open and conducting business as usual, so feel free to give us a call if you have any questions for our advisors or team members. #MLKJrDay #MLKJr #Inspiration #IHaveADream #OsborneKlein
Planning to retire soon? We can certainly help if you have any questions! Here is a great Forbes article regarding the things you should know about taxes and retirement. https://www.forbes.com/sites/nextavenue/2020/09/17/what-you-need-to-know-about-taxes-and-your-retirement/?sh=71f79fc62695 #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #WeekendWisdom #FridayFun #Retirement #Investing #Taxes
We stand by our Brand Promise. If you are looking for advice when it comes to your finances, we are here to help! Contact us today. #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #MondayMotivation #MotivationalMonday #MondayMessage
Happy Friday! We’re here to help you feel more confident, connected and in control of your financial life. Give us a call today to get started! 🖥 https://www.ameripriseadvisors.com/team/osborneklein #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance
Don’t have a budget? We recommend building one and sticking to it. Here’s a great guide on how to budget now. You’ll thank yourself later! Link: https://www.realsimple.com/work-life/money/saving/how-to-budget-money #TuesdayTips #Budgeting #FinancialPlanning #Finances #PersonalFinance #Budgeting101 #TuesdayThoughts #OsborneKlein
We offer a wide range of advice and investment support to help meet your needs, including: ● Point-in-time investment recommendations to address your short-term and long-term goals. ● Ongoing investment advice to develop a broader strategy to address your long-term goals. ● Advanced financial advice using sophisticated strategies to help you meet your complex planning needs. #Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you get on track to saving for retirement and other financial goals. Source: https://www.cnbc.com/2019/09/25/the-no-1-reason-millennials-are-struggling-to-save-for-retirement.html #WeekendWisdom #Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
It’s National Michigan Day! We are proud to serve so many wonderful Michiganders. Check out our list of locations below! Alpena: 989.356.2100 Battle Creek: 269.966.0558 Grand Rapids: 616.464.6255 Petoskey: 231.439.0911 Portage: 269.321.5002 #OsborneKlein #FinancialPlanning #WeCanHelp #NationalMichiganDay #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan
Just a reminder that the markets will be closed today in observance of Martin Luther King Jr. Day. Please join us in remembering the incredible example Dr. King set for the world and the strides he made for the Civil Rights Movement. Our offices will be open and conducting business as usual, so feel free to give us a call if you have any questions for our advisors or team members. #MLKJrDay #MLKJr #Inspiration #IHaveADream #OsborneKlein
Planning to retire soon? We can certainly help if you have any questions! Here is a great Forbes article regarding the things you should know about taxes and retirement. https://www.forbes.com/sites/nextavenue/2020/09/17/what-you-need-to-know-about-taxes-and-your-retirement/?sh=71f79fc62695 #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #WeekendWisdom #FridayFun #Retirement #Investing #Taxes
We stand by our Brand Promise. If you are looking for advice when it comes to your finances, we are here to help! Contact us today. #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #MondayMotivation #MotivationalMonday #MondayMessage
Hello, February! 💙 At OsborneKlein, our staff and financial advisors are committed to helping you plan for your future. We’re proud to be known for our unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. Learn more about our services here ➡️ https://www.ameripriseadvisors.com/team/osborneklein/financial-advisor-services-and-costs #February #Winter #OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor
Give us a call to get started today! #OsborneKlein #Michigan #FinancialAdvisors #Quote #ThursdayThoughts #BenjaminFranklin #FinancialAdvice
We offer a wide range of advice and investment support to help meet your needs, including: ● Point-in-time investment recommendations to address your short-term and long-term goals. ● Ongoing investment advice to develop a broader strategy to address your long-term goals. ● Advanced financial advice using sophisticated strategies to help you meet your complex planning needs. #Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you get on track to saving for retirement and other financial goals. Source: https://www.cnbc.com/2019/09/25/the-no-1-reason-millennials-are-struggling-to-save-for-retirement.html #WeekendWisdom #Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
It’s National Michigan Day! We are proud to serve so many wonderful Michiganders. Check out our list of locations below! Alpena: 989.356.2100 Battle Creek: 269.966.0558 Grand Rapids: 616.464.6255 Petoskey: 231.439.0911 Portage: 269.321.5002 #OsborneKlein #FinancialPlanning #WeCanHelp #NationalMichiganDay #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan
Just a reminder that the markets will be closed today in observance of Martin Luther King Jr. Day. Please join us in remembering the incredible example Dr. King set for the world and the strides he made for the Civil Rights Movement. Our offices will be open and conducting business as usual, so feel free to give us a call if you have any questions for our advisors or team members. #MLKJrDay #MLKJr #Inspiration #IHaveADream #OsborneKlein
Today marks the 111th birthday of the Boy Scouts of America! To celebrate this special day, we would like to highlight one of our Financial Advisors from the Portage office, Randy Orwig, who has had continuous membership since he was 7 years old. He has also served on the board for over 20 years and served as President from 2000-2002 on the Southwest Michigan Council. Enjoy this throwback picture of Randy sporting his Boy Scout uniform.
Brrrr. ❄️ We know it’s cold out there… ...but it’s never too early to start saving for your dream vacation! We offer individualized financial advice to help you save for a goal such as a dream vacation. Contact us today to get started! #Travel #SavingForDreamVacation #DreamVacation #TravelAbroad #OsborneKlein #DiscoverKalamazoo #Kalamazoo #Alpena #Petoskey #GrandRapids #UpNorth #Michigan #FinancialAdvising #PrivateWealthManagement #Retirement #Saving
Here is an interesting article regarding the recent GameStop situation. CNBC.COM GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
Happy National #WearRedDay! ❤️ National Wear Red Day is an annual campaign to raise awareness about heart disease in women. According to Go Red for Women’s website, heart disease and stroke kill one in three women. These diseases are 80% preventable. Our team members are sporting their red today in support of this amazing cause. Be sure to watch the video until the end to see AJ in action! For more information, please visit https://www.goredforwomen.org/en #GoFitGoRed #GoRedWearRed #OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor #Retirement #FinancialAdvice #SavingForRetirement #FridayFun
According to experts at Fidelity Investments, to retire by age 67, you should have ten times your income saved. If you’re nearing retirement but feel you haven’t saved enough this is a great article with some helpful tips. As always, we are here to help you plan for your future. We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. Source: https://www.cnbc.com/select/what-to-do-if-you-havent-saved-enough-for-retirement/ #OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor #Retirement #FinancialAdvice #WednesdayWisdom #SavingForRetirement
Happy Valentine’s Day from all of us at OsborneKlein! We appreciate all of our clients and the relationships we’ve built over the years. #HappyValentinesDay #ValentinesDay #OsborneKlein #ClientAppreciation
It’s time for some #ThursdayTrivia with OsborneKlein! 🤓 Where does Wall Street get its name? See the options below and let us know what you think the answer is in the comments! Answer to come soon! 🎉 Source: https://www.wealthmanagement.com/industry/twenty-trivia-questions-about-financial-services #WallStreet #Trivia #ThursdayThoughts #OsborneKlein #FinancialAdvising #FinancialFacts #FinancialPlanning #PrivateWealthAdvisor #Finances #Learning #WealthManagement #Retirement #SavingForTheFuture
We always love a reason to celebrate! Today is AJ’s birthday! Thank you for all the hard work you put in for our clients and team members. We hope you have a fantastic day, AJ! 🎂 #HappyBirthday #Birthday #Celebrations #OsborneKlein #FinancialAdvisor #FinancialPlanner #PrivateWealthManagement
Today marks the 111th birthday of the Boy Scouts of America! To celebrate this special day, we would like to highlight one of our Financial Advisors from the Portage office, Randy Orwig, who has had continuous membership since he was 7 years old. He has also served on the board for over 20 years and served as President from 2000-2002 on the Southwest Michigan Council. Enjoy this throwback picture of Randy sporting his Boy Scout uniform.
Brrrr. ❄️ We know it’s cold out there… ...but it’s never too early to start saving for your dream vacation! We offer individualized financial advice to help you save for a goal such as a dream vacation. Contact us today to get started! #Travel #SavingForDreamVacation #DreamVacation #TravelAbroad #OsborneKlein #DiscoverKalamazoo #Kalamazoo #Alpena #Petoskey #GrandRapids #UpNorth #Michigan #FinancialAdvising #PrivateWealthManagement #Retirement #Saving
Here is an interesting article regarding the recent GameStop situation. CNBC.COM GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
Brrr! ❄️ It sure is a chilly and beautiful morning at OsborneKlein. What are you doing during our typical Michigan winter?
We’re so excited to celebrate today! 🎉 Happy Birthday to Ben Whitaker! We appreciate everything you do for our clients, team members, and the community. Want to hear a fun fact about Ben? He collects all sorts of interesting and neat-looking watches. He takes pride in his growing collection. We hope you have a wonderful day celebrating, Ben! #OsborneKlein #Kalamazoo #Alpena #Petoskey #GrandRapids #BattleCreek #Michigan #PrivateWealthAdvisor #FinancialAdvisors #FinanacialPlanning #Birthday #HappyBirthday #Celebrations #TeamWork #DreamTeam
We are excited to share that Jason Klein has again been named to the Forbes Best-in-State Wealth Advisors list, for 2021, for the state of Michigan. It’s a comprehensive ranking of top-performing advisors from all 50 states and the District of Columbia, and Jason is honored to be included. Thank you to our clients for making this possible. It’s a privilege for Jason to work with you to help you achieve your goals. Learn more: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/jason.m.klein #OsborneKlein #FinancialAdvisors #AmeripriseFinancial #Ameriprise #WealthManagement #PrivateWealthManagement #PrivateWealth #Finances #FinancialAdvising #FinancialPlanning #PlanningForYourFuture #Brilliant #Petoskey #Alpena #GrandRapids #Kalamazoo #BattleCreek #Portage #Michigan #TraverseCity
We are excited to share that Shaun Osborne has again been named to the Forbes Best-in-State Wealth Advisors list, for 2021, for the state of Michigan. It’s a comprehensive ranking of top-performing advisors from all 50 states and the District of Columbia, and Shaun is honored to be included. Thank you to our clients for making this possible. It’s a privilege for Shaun to work with you to help you achieve your goals. Learn more: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/shaun.m.osborne #OsborneKlein #FinancialAdvisors #AmeripriseFinancial #Ameriprise #WealthManagement #PrivateWealthManagement #PrivateWealth #Finances #FinancialAdvising #FinancialPlanning #PlanningForYourFuture #Brilliant #Petoskey #Alpena #GrandRapids #Kalamazoo #BattleCreek #Portage #Michigan #TraverseCity
Today is Presidents’ Day! 🇺🇸 As a reminder, the markets will be closed today in observance of the federal holiday. However, our offices will remain open so please don’t hesitate to call us with any questions. We hope you have a wonderful start to your week! #OsborneKlein #Kalamazoo #Alpena #Petoskey #GrandRapids #BattleCreek #Michigan #PrivateWealthAdvisor #FinancialAdvisors #FinanacialPlanning #PresidentsDay #HappyPresidentsDay #DiscoverKalamazoo #WealthManagement #Investing #MarketsClosed
Happy Valentine’s Day from all of us at OsborneKlein! We appreciate all of our clients and the relationships we’ve built over the years. #HappyValentinesDay #ValentinesDay #OsborneKlein #ClientAppreciation
February has been full of celebrations, and we’re not finished yet! Today is Greg Chimner’s birthday! 🧁 Thanks for all you do to support our clients, team, and community. You always go above and beyond. Have a wonderful day celebrating, Greg! #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan #Birthday #HappyBirthday #Celebrations
OsborneKlein is squarely focused on providing an enhanced client experience. One of the ways we do this is by offering multiple office locations to better connect to our clients where they live. We are proud to serve clients throughout Michigan! Alpena: 989.356.2100 Battle Creek: 269.966.0558 Grand Rapids: 616.464.6255 Petoskey: 231.439.0911 Portage: 269.321.5002 #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan
Brrr! ❄️ It sure is a chilly and beautiful morning at OsborneKlein. What are you doing during our typical Michigan winter?
We’re so excited to celebrate today! 🎉 Happy Birthday to Ben Whitaker! We appreciate everything you do for our clients, team members, and the community. Want to hear a fun fact about Ben? He collects all sorts of interesting and neat-looking watches. He takes pride in his growing collection. We hope you have a wonderful day celebrating, Ben! #OsborneKlein #Kalamazoo #Alpena #Petoskey #GrandRapids #BattleCreek #Michigan #PrivateWealthAdvisor #FinancialAdvisors #FinanacialPlanning #Birthday #HappyBirthday #Celebrations #TeamWork #DreamTeam
We are excited to share that Jason Klein has again been named to the Forbes Best-in-State Wealth Advisors list, for 2021, for the state of Michigan. It’s a comprehensive ranking of top-performing advisors from all 50 states and the District of Columbia, and Jason is honored to be included. Thank you to our clients for making this possible. It’s a privilege for Jason to work with you to help you achieve your goals. Learn more: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/jason.m.klein #OsborneKlein #FinancialAdvisors #AmeripriseFinancial #Ameriprise #WealthManagement #PrivateWealthManagement #PrivateWealth #Finances #FinancialAdvising #FinancialPlanning #PlanningForYourFuture #Brilliant #Petoskey #Alpena #GrandRapids #Kalamazoo #BattleCreek #Portage #Michigan #TraverseCity
We are excited to share that Shaun Osborne has again been named to the Forbes Best-in-State Wealth Advisors list, for 2021, for the state of Michigan. It’s a comprehensive ranking of top-performing advisors from all 50 states and the District of Columbia, and Shaun is honored to be included. Thank you to our clients for making this possible. It’s a privilege for Shaun to work with you to help you achieve your goals. Learn more: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/shaun.m.osborne #OsborneKlein #FinancialAdvisors #AmeripriseFinancial #Ameriprise #WealthManagement #PrivateWealthManagement #PrivateWealth #Finances #FinancialAdvising #FinancialPlanning #PlanningForYourFuture #Brilliant #Petoskey #Alpena #GrandRapids #Kalamazoo #BattleCreek #Portage #Michigan #TraverseCity
Today marks Greg and Randy’s 29th anniversary of serving our community with excellent financial advice. We asked them what the best piece of advice is for current and future clientele. Greg responded: “For a successful present and future financial life, base your goals on your values, work with trusted professional advisors, and keep true to your plan with discipline. Ask questions when unsure and look for understanding so you can be open to solutions to help you make informed decisions and be ready to take action.” Randy responded: “Never stop learning. I come from a family of educators, and believe it is important to continuously learn new things. In the financial industry, it is important to stay up to date by ongoing education.” Thank you for your dedication to our team, clients, and community. We value your wisdom, integrity, and sense of humor. 😊 Have a wonderful day! #OsborneKlein #FinancialAdvisors #FinancialAdvice #Finances #WealthManagement #PrivateWealthAdvisors #PlanningForYourFuture #Ameriprise #FinancialPlanner
MON, MAR 8 AT 12:00 PM EST Chart Chats
March is recognized as National Reading Month. We asked our team members what some of their favorite reads are. Jason’s favorite books are the Harry Potter series. Ben thinks the Lord of the Rings are the best books. As for the thriller lovers, Joellen loves mysteries and Krissy enjoys anything by Stephen King. Anissa’s favorites are anything by James Patterson. On the other hand, Sarah likes anything non-fiction. Her favorite read is Marching Powder by Rusty Young. Brooke likes self-help and inspirational books such as Own Your Everyday by Jordan Lee Dooley. AJ’s favorite book is Flash Boys: A Wall Street Revolt by Michael Lewis. Amy's favorite is Grateful American: A journey from self to service by Gary Sinise. Last, but not least, Mikey enjoys the Spider-Man comics. We think this is an awesome list! What is one of your favorite books? 📚 #March #MarchIsReadingMonth #NationalReadingMonth #Reading #OsborneKlein #Read #Books #FinancialPlanning #FinancialAdvisor
At OsborneKlein, our vision is to develop and maintain long-term relationships with clients who are committed to working toward their financial goals. We strive to exceed our clients’ expectations by providing high-quality advice and service throughout the financial planning process. Our goal is to simplify our clients’ lives and build confidence while they live “Their Vision.” #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #PrivateWealthAdvisors #FinancialAdvisor #WealthManagement #Retirement #Investments #Investing #Confidence
As you sip on your Saturday morning coffee, here is a little piece of #WeekendWisdom from our team. ☕️ We can certainly help you set and reach goals so your dreams can come true. Whether you have a dream vacation or dream home in mind, we can help you plan for it! #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan #Dreams #QuoteOfTheDay
February has been full of celebrations, and we’re not finished yet! Today is Greg Chimner’s birthday! 🧁 Thanks for all you do to support our clients, team, and community. You always go above and beyond. Have a wonderful day celebrating, Greg! #OsborneKlein #FinancialPlanning #WeCanHelp #PlanningYourFuture #Finances #PersonalFinance #Kalamazoo #DiscoverKalamazoo #KalamazooFinancialAdvisors #Michigan #Petoskey #Alpena #GrandRapids #MichiganProud #PureMichigan #Birthday #HappyBirthday #Celebrations
Looking for an interesting, interactive virtual event to learn more about the financial industry? Join us today for Chart Chats from noon-12:45pm. Chart Chats are interactive, virtual discussions with a financial professional at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. PRESENTED BY: Jason Klein (Managing Partner & Financial Advisor), AJ Srmek (Financial Advisor), & Jackie Antone (Financial Advisor) HOSTED BY: OsborneKlein RSVP: sarah.hansen@ampf.com LINK TO JOIN: http://bit.ly/30e2DUE
March 12th marks National Girl Scouts Day. To honor this special day, we decided to highlight one of our very own! Jason’s daughter Grace is a dedicated Brownie. We asked her about her experience in this incredible organization and what she wanted to be when she grew up. “My favorite part about being a Girl Scout is making new friends and being a sister to the other scouts. Selling and giving out cookies was fun, too. This year, we donated money to teachers, firefighters and the police by selling cookies. I like helping people and earning badges. When I grow up, I want to be a spy!” How cool is that? We are so proud of Grace and all the other Girl Scouts out there. If you know a Girl Scout, be sure to celebrate them today! #OsborneKlein #NationalGirlScoutsDay #GirlScouts #Celebrations #Team #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Ben has had quite the journey with OsborneKlein. He decided from a young age that he wanted to become a financial advisor. When he was in high school, he interviewed Managing Partner, Jason Klein, to learn more about the financial industry and how to pursue a financial advising career. Starting out, he was brought in as an intern for our office. When he wasn’t interning, he was pursuing his Bachelor of Business Administration with a major in Finance from Grand Valley State University. After graduation, he began working full time at OsborneKlein as a Client Service Specialist. Along the way, he has passed his Series 7, Series 66, and Life, Accident, and Health Insurance exams. He is currently on Level 2 of studying for his CFA designation. After years of dedication and hard work, Ben is finally a financial advisor. We are so proud of him and can’t wait to see all he accomplishes. Congratulations, Ben! 🎉 #OsborneKlein #Retirement #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Join us as we congratulate one of our awesome and hardworking team members, Ben Whitaker. 🎉 Ben recently won the Year-End 10-Year US Treasury Forecast for 2020. He predicted 0.78 and the actual number was 0.92. This award is given through the CFA West Michigan Forecasting Challenge. Ben is proudly sporting his new engraved Yeti mug. Congrats on this awesome accomplishment, Ben! #OsborneKlein #Team #TeamSpotlight #CFAWestMichigan #CFAWestMichiganForecastingChallenge #FinancialAdvisors #FinancialAdvice #Finances #WealthManagement #PrivateWealthAdvisors #PlanningForYourFuture #Ameriprise #FinancialPlanner
March is recognized as Women’s History Month. In addition, today is International Women’s Day. This recognition celebrates the social, economic, cultural and political achievements of women. We have several strong and amazing women on our OsborneKlein team. They go above and beyond to serve our clients, team and the community. We are thankful for each of these wonderful women. We encourage you to celebrate the women in your life today and every day! #IWD #InternationalWomensDay
Looking for an interesting, interactive virtual event to learn more about the financial industry? Join us today for Chart Chats from noon-12:45pm. Chart Chats are interactive, virtual discussions with a financial professional at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. PRESENTED BY: Jason Klein (Managing Partner & Financial Advisor), AJ Srmek (Financial Advisor), & Jackie Antone (Financial Advisor) HOSTED BY: OsborneKlein RSVP: sarah.hansen@ampf.com LINK TO JOIN: http://bit.ly/30e2DUE
Can you believe it? Today is the first day of spring! 💐 We are looking forward to warmer weather, sunshine, and the flowers that will start to bloom around our office. Spring is a great time to start fresh! If you have a new goal in mind, contact us so we can help you make steps towards it. We will set up a personalized plan and help you through the process. https://www.ameripriseadvisors.com/team/osborneklein/how-we-work #OsborneKlein #FirstDayofSpring #Spring #SpringTime #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Today is full of lots of fun and laughs because it’s Krissy’s birthday AND National Laughing Day. Krissy is such an amazing part of our team. She is extremely talented, wise, and always goes above and beyond for our team and clients. In honor of National Laughing Day, here are some funny memories from her childhood. She certainly knows how to brighten our day! 😊 Happy birthday, Krissy! #OsborneKlein #Birthdays #HappyBirthday #Celebrate #Team #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Happy St. Patrick’s Day! ☘️ Did you know that one of our financial advisors, AJ Srmek, graduated from the University of Notre Dame? Here is a fun memory from his college days. Since he was the loudest cheerer in the crowd, he was named fan of the game and got to sing the alma mater with the players on the court after the game. We hope you all have a wonderful day full of luck! 🍀 #OsborneKlein #StPatricksDay #StPattysDay #Team #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Looking for an interesting, interactive virtual event to learn more about the financial industry? Join us today for Chart Chats from noon-12:45pm. Chart Chats are interactive, virtual discussions with a financial professional at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. PRESENTED BY: Jason Klein (Managing Partner & Financial Advisor), AJ Srmek (Financial Advisor), & Jackie Antone (Financial Advisor) HOSTED BY: OsborneKlein RSVP: sarah.hansen@ampf.com LINK TO JOIN: http://bit.ly/30e2DUE
March 12th marks National Girl Scouts Day. To honor this special day, we decided to highlight one of our very own! Jason’s daughter Grace is a dedicated Brownie. We asked her about her experience in this incredible organization and what she wanted to be when she grew up. “My favorite part about being a Girl Scout is making new friends and being a sister to the other scouts. Selling and giving out cookies was fun, too. This year, we donated money to teachers, firefighters and the police by selling cookies. I like helping people and earning badges. When I grow up, I want to be a spy!” How cool is that? We are so proud of Grace and all the other Girl Scouts out there. If you know a Girl Scout, be sure to celebrate them today! #OsborneKlein #NationalGirlScoutsDay #GirlScouts #Celebrations #Team #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Ben has had quite the journey with OsborneKlein. He decided from a young age that he wanted to become a financial advisor. When he was in high school, he interviewed Managing Partner, Jason Klein, to learn more about the financial industry and how to pursue a financial advising career. Starting out, he was brought in as an intern for our office. When he wasn’t interning, he was pursuing his Bachelor of Business Administration with a major in Finance from Grand Valley State University. After graduation, he began working full time at OsborneKlein as a Client Service Specialist. Along the way, he has passed his Series 7, Series 66, and Life, Accident, and Health Insurance exams. He is currently on Level 2 of studying for his CFA designation. After years of dedication and hard work, Ben is finally a financial advisor. We are so proud of him and can’t wait to see all he accomplishes. Congratulations, Ben! 🎉 #OsborneKlein #Retirement #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
We are pleased to announce that Managing Partner, Jason Klein, has qualified for the Ameriprise Circle of Success annual recognition program and will be honored for this achievement for the 16th year in a row! To earn this award, Jason established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction. Thank you to our clients for making this possible. It’s a privilege for Jason to work with you to help you achieve your goals. To learn more about the Ameriprise Circle of Success award, please visit: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/jason.m.klein #OsborneKlein #FinancialPlanning #CircleOfSuccess #Ameriprise #Awards #Recognition #DreamTeam
We are pleased to announce that Managing Partner, Shaun Osborne, has qualified for the Ameriprise Circle of Success annual recognition program and will be honored for this achievement for the 17th year in a row! To earn this award, Shaun established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction. Thank you to our clients for making this possible. It’s a privilege for Shaun to work with you to help you achieve your goals. To learn more about the Ameriprise Circle of Success award, please visit: https://www.ameripriseadvisors.com/team/osborneklein/financial-advice-team/shaun.m.osborne #OsborneKlein #FinancialPlanning #CircleOfSuccess #Ameriprise #Awards #Recognition #DreamTeam
Here is a fun and memorable #ThrowbackThursday we wanted to share from our Portage office. Last year we decided to give back to the community by offering a family care package full of food supplies, a comic book and other toys from Rocket Comics Toys and Collectibles, a locally owned business in Kalamazoo. We can’t wait to participate in more charitable events and community service projects. #OsborneKlein #LoveOurCommunity #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
While there are many issues to think about when it comes to estate planning, here are four decisions you should move to the top of your priority list according to Kiplinger. https://www.kiplinger.com/retirement/estate-planning/602219/estate-planning-checklist-5-tasks-to-do-now-while-youre-still We are here to help you when it comes to estate planning. We can pair you with one of our experts so they can walk you through the process and answer any questions you may have. #OsborneKlein #WednesdayWisdom #EstatePlanning #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finances
Happy Monday! May your week be full of inspiration and determination. We are here to help make your dreams a reality. #OsborneKlein #MondayMessage #MondayMotivation #FinancialAdvisors #FinancialPlanners #WealthManagement #PrivateWealthManagement #PrivateWealthAdvisors #Finance
Looking for an interesting, interactive virtual event to learn more about the financial industry? Join us today for Chart Chats from noon-12:45pm. Chart Chats are interactive, virtual discussions with a financial professional at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors. PRESENTED BY: Jason Klein (Managing Partner & Financial Advisor), AJ Srmek (Financial Advisor), & Jackie Antone (Financial Advisor) HOSTED BY: OsborneKlein RSVP: sarah.hansen@ampf.com LINK TO JOIN: http://bit.ly/30e2DUE

Information

Company name
AJ Srmek - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for AJ Srmek - Ameriprise Financial Services, LLC in Portage MI?
    You can reach them at: 269-321-5002. It’s best to call AJ Srmek - Ameriprise Financial Services, LLC during business hours.
  • What is the address for AJ Srmek - Ameriprise Financial Services, LLC on westnedge ave in Portage?
    AJ Srmek - Ameriprise Financial Services, LLC is located at this address: 7130 S Westnedge Ave Portage, MI 49002.
  • What are AJ Srmek - Ameriprise Financial Services, LLC(Portage, MI) store hours?
    AJ Srmek - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.