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PRIVATE CLIENT SERVICES
Navigating today’s complex and ever-shifting investment, estate planning and tax world requires advice from a partner you can trust. We welcome the opportunity to put our experience and perspective to work for you and your family. If you would like to learn more or speak with a member of our team about working with us, please email us at firstname.lastname@example.org or call our office at (617) 217-2772.
We are always interested in reviewing information on investment offerings to determine if they are appropriate for our clients. If you would like us to learn more about your firm or offerings, please send information by email to our investment team at email@example.com.
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LOOKING FOR A CAREER
If you are a self-motivated highly organized professional looking for a career in wealth management, please contact us. In order to be successful at Osbon Capital you need to possess excellent problem-solving skills, communication skills, project management skills, attention to accuracy, integrity, and high emotional intelligence. You can reach us at firstname.lastname@example.org.