Dani Osborne, Financial Advisor located in Eastover, NC

Financial Advisor
Dani Osborne

MBA, CFP®, ChFC®, CEPA®
4064 Dunn Rd Suite 1, Eastover, NC 28312opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Hockey
  • Active Lifestyle
  • Coaching Sports
  • Health & Nutrition
  • Hiking

Team Members

  • Jeannie Dees
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(910) 965-0005

Fax

(844) 771-0268

Office Address

4064 Dunn Rd Suite 1
Eastover, NC 28312opens in a new window

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