Olson Associates

Location :

701 Bombay Ln Oakbrook Office Park, Roswell, Georgia 30076
Added by Jopie, at 01 January 2020

Olson Associates is a comprehensive, financial
services firm committed to helping our clients improve
their long-term financial success. Our customized
process is designed to grow, protect, and conserve
our clients’ wealth by delivering an unprecedented
level of personalized service and competence. Helping
responsible adults pursue fiscal fitness through "THE
FINANCIAL MAXI-MISER PROCESS." Helping you
eliminate your dangers that you may not see and
capitalize on the opportunities that you may not know.
Securities offered through Securities Service Network,
a registered broker/dealer. Member FINRA & SIPC. a. Fee-based advisory services offered through Olson Associates, a registered investment advisor b. Investments products and services available only to residents of: Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Michigan (MI), Mississippi (MS), and Tennessee (TN). www.finra.org www.sipc.com
Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs

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