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Business Profile

Investment Management

Osprey Money Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(321) 383-4005Email BusinessWrite a Review

About

Overview

Osprey Money Management

918 S Washington Ave

Titusville, FL 32780-4262

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BBB Accreditation & Rating

Osprey Money Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Osprey Money Management LLC provides financial planning and investment services, including retirement planning, estate management, and portfolio strategies. The company assists clients with developing investment methodologies and understanding financial concepts through educational resources.

BBB Accredited Since: 12/19/2024

Years in Business: 21

Products and Services

Annuities, Book Signings, College Funding, Estate Planning, Financial Coaching, Financial Planning, Investment Education, Investment Management, IRA Rollovers, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Workshop Presentations

Photos and Videos

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Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
11/22/2024
Business Started:
4/7/2005
Business Incorporated:
4/7/2005
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Osprey Money Management LLC
Business Management:
Aaron M. Wade, President

Additional Contact Information

Principal Contacts
Aaron M. Wade, President
Customer Contacts
Aaron M. Wade, President
Additional Phone Numbers
Other Phone: (877) 650-3796
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Investment Management, Investment Advisory Services, Financial Consultants, Wealth Management, Financial Advisor Support Wealth Management

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