Every day, people entrust their finances to a financial professional to help them pursue their financial goals.
That sounds so impersonal, doesn't it?
At Olson Financial Group, we'll work with you to create a course of action that is based on your values, comfort level, current situation, and timeline. If you don't understand something, we'll explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with.
We invite you to explore our website to get to know us better. We've tried to make your visit to our virtual office very similar to the experience of our real office. But we're all well aware of the shortcomings of computers and monitors, which is why we invite you to come in to meet us and see for yourself.
Schedule a time to come in and meet with us. We think you'll agree that our way is anything but impersonal.
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Named a Five Star Wealth Manager*
in 2011, 2012, 2013, and 2014.
*2011 and prior years: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012-2014: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.