Osborne Associates

  • Financial Services
  • Eugene OR
  • 9 employees
  • Financial Services
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Company Overview

Headquarters
1200 Executive Parkway Suite 310, 1200 Executive Parkway Suite 310, Eugene, OR,, Eugene OR
Website
corluxfinancial.com
Employees
9
Industry
Financial Services
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Financials & Stats

Revenue

$5B

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Who is Osborne Associates

Osborne Associates is a financial planning firm based in Eugene, Oregon. The company employs 9 people and generates an annual revenue of $5 million. Osborne Associates specializes in tax-efficient financial planning for families and businesses. Their services encompass wealth protection, management, and legacy transfer. They cater to a diverse clientele, from individuals with significant assets to those just starting to build wealth. Osborne Associates leverages the expertise and resources of Avantax Investment ServicesSM for securities offerings and Avantax Advisory ServicesSM for investment advisory services. For more information, please visit avantaxwealthmanagement.com/social_policy.

Company Leadership

Perquida Osborne

Owner

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Colleen Wallace

Partner

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Monica Osborne

Managing Partner

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Noel Osborne

Owner

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Linda Osborne

President

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FAQ

What is the location of Osborne Associates's headquarters?
The headquarters of Osborne Associates are situated at 1200 Executive Parkway Suite 310, 1200 Executive Parkway Suite 310, Eugene, OR,, Eugene OR
What is Osborne Associates's official website?
The official website of Osborne Associates can be found at corluxfinancial.com.
What is Osborne Associates's current revenue?
As of April 2018, Osborne Associates's annual revenue reached $5B.
How many employees does Osborne Associates currently have?
Osborne Associates employs approximately 9+ people as of April 2018
Which industries is Osborne Associates primarily operating in?
Osborne Associates operates in the following industries: Finance, Credit
Who is the Owner of Osborne Associates?
Osborne Associates's Owner is Perquida Osborne

Employee Directory

Key Employees

Jamie Osborne

Owner & CEO

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Rosemary Byrne

Project Manager

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Sue Rau

Realtor

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