About Us

Osborne-Brumsey & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry.

Headquartered in Greensboro, NC, Osborne-Brumsey & Associates is firmly committed to providing you with:

Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet you financial needs.

Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to meet your needs.

Outstanding service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.

In a world where almost every company talks about their 'outstanding service', Osborne-Brumsey & Associates actually provides it. Independently owned and operated, we've developed relationships with insurance providers and investment companies that allow us to provide an abundant portfolio of products to address virtually any client need.

The recommendations we make to our clients are well researched and attuned to each person's specific situation. We are available to review our clients' insurance and investment portfolios on a regular basis to ensure that they have a quality blend of products, in harmony with their goals.

Relationships define Osborne-Brumsey & Associates, our approach to our business and to our clients. Respecting the clients' time and financial resources we create an individualized approach to our client relationships. The measure of the relationship appears when we receive client referrals to their friends and other associates. We appreciate each referral and devote ourselves to earning the trust of every client.

Prior business relationships in other firms brought Jade Osborne, Bobbi Brumsey and our other associates together in 2001 to form Osborne-Brumsey & Associates, Inc. Their experience however, transcends the launch of the company. The professionals at OBA collectively possess over 70 years of experience in the industry, so clients receive the benefit of decades of collective expertise and seasoned service.

Visionary in a "me-too" world, Osborne-Brumsey & Associates invests in continuing education and insurance licensure for every employee. Advanced coursework and certifications empower the OBA professionals in their dedication to improving the financial welfare of our clients.