Shaun M. Osborne, of OsborneKlein, and Joel R. Marciniak of JOMAR, a financial company, are merging their individual practices to form the sixth office of OsborneKlein, a platinum financial advisory practice of Ameriprise Financial following the acquistion of JOMAR by Osbourne.
Shaun M. Osborne JOMAR Income Tax Service. Shaun M. Osborne will take over as president; former owner Joel Marciniak will remain as tax practice manager and enrolled agent.
The other four employees of the firm will remain in their current roles assisting current JOMAR clients.
Effective immediately the firm will consist of six office locations throughout Michigan - Portage, Battle Creek, Petoskey, Grand Rapids, Hillman and Ossineke.
"I am happy to announce this move which will ensure the next generation of the company I have worked over 40 years to build. My clients are very important to me and I look forward to continuing my role in their lives." Marciniak said. "Joining the Ameriprise family and OsborneKlein will enable us to draw upon the Ameriprise Financial' s 115 years of expertise from America's largest financial planning company. It is very exciting for us to expand our offerings to our clients and enhance our core services that have been built around the concept of providing a complement of expertise, strategies and products to accommodate individual needs and goals."
OsborneKlein has not only expanded geographically, but has formed a combined 51 years of 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 retirement income strategies.
"Strategically, we were looking to partner with a firm in northeastern Michigan that has demonstrated a commitment to client growth and would see value in integrating our marketing capabilities as well as create efficiencies by utilizing our Ameriprise platform to gain additional investment management, planning and administrative leverage," Osborne said.
To find out more, visit the company website at: ameripriseadvisors.com/team/osborneklein or call 1-866-439-0911.