Michelle Osborne
Voted Best Financial Advisor in WNC!

 

Michelle Osborne,voted Best Financial Consultant in WNC, has been in the brokerage business for some 16 years. Financial Consultant with Capital Investment Group, Inc., since the beginning  of  the year, the Asheville native has extensive experience in working with individuals and corporate dients. She has her own consulting firm for bank brokerage, called MTP, Inc. or Moxie Training Partners, which  consults  with banks over starting up brokerage programs and trains employees. With a background in brokerage and banking, Osborne says the two mix pretty well. "We do the whole picture," says Osborne,  "We look at the customer's  complete financial situation. We look at the entire person; their needs, wants and their entire situation; and take all factors into consideration. We do that at no charge or obligation to the client." Osborne says she  favors teaching her clients about what they own and their options. Osborne also deals with small commercial loans, works with underwriters, and in money management. "We pride ourselves in working with anyone in the  local community;" she says.

Asheville Citizen-Times—Best of 2000

A native of NC with over 20 years in the Financial Services industry,
Michelle offers a full range of investment options including:

STOCKS •MUTUAL • FUNDS • STATE PLANNING
RETIREMENT PLAN SERVICES •ANNUITIES •INSURANCE
BONDS •MONEY MANAGEMENT


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