| Category: | Insurance agency, |
|---|---|
| Address: | 7202 Hwy 329 Ste 3, Crestwood, KY 40014, USA |
| Postal code: | 40014 |
| Phone: | (502) 640-9078 |
| Website: | https://www.financialplannercrestwood.com/ |
| Monday: | Open 24 hours |
|---|---|
| Tuesday: | Open 24 hours |
| Wednesday: | Open 24 hours |
| Thursday: | Open 24 hours |
| Friday: | Open 24 hours |
| Saturday: | Open 24 hours |
| Sunday: | Closed |
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Oliver Insurance & Financial Services Inc. specializes in insurance and financial planning for families and businesses in AL, GA, SC, and TN.
I'm Rob, and I've been helping people like you make smart and fulfilling money decisions since 2005. I'm fervent about providing conflict-free advice under the fiduciary standard, which is why I have been a fee-only planner since day one. I even have the fancy degrees and designations you've come to expect.
Oliver Financial Planning, registered in 2005, serves 1 state(s) with a licensed staff of 1 advisors. Oliver Financial Planning manages $0.00 and provides investment advisory services for 43 clients (1:43 advisor/client ratio).
Oliver Financial, Crestwood, Kentucky. 419 likes · 13 talking about this · 1 was here. Providing retirement income planning, investments, IRA and Roth IRA's, 401K options, Annuities and Insurance...
Principal, Oliver Financial Planning Ann Arbor, MI, April 2005 to present. Director, Executive Development Program, MassMutual Springfield, MA, 2002-2005
So you're left to ride the ups and downs of the market without proper risk control. We believe you deserve better. That's why at Oliver Wealth Management, we apply financial science to all parts of your financial life. It starts with careful management of all the variables within your control. We include strategies for asset preservation ...
The Oliver Asset Management Ambassador Club is an exclusive club offered only to clients who have been generous in their efforts to refer others to our firm and/or have entrusted us with all aspects of their financial planning needs. As an Ambassador, you'll enjoy access to a variety of exciting and luxurious events. Ask us about membership!
Recent News: Congratulations to Mark K. Oliver, Oliver Capital Management's President & Founder, Wealth Manager and Senior Investment Advisor, on the completion of the Ironman World Championship in Kailua-Kona, Hawai`i on October 14, 2017. Nearly 40 of his family and friends travelled to Kona to watch him cross the finish line and put a "checkmark" in the box next to this long-standing goal of ...
In an effort to continue providing clients with quality service, Joel and his wife Sonya took a leap of faith and started LaGore Wealth Management. In 2012, Joel returned to join forces with his mentor, Dean Oliver, and friend, Jesse VanValin, to launch OLV Investment Group. From their first date in 1999, Joel knew Sonya was "the one," and ...
Our team is a group of professional financial advisors providing custom-tailored, goal-based financial solutions for uniquely successful individuals.<br /><br />We offer the same full range of resources as a large institution, but with the highly personal touch of a family office – all while striving to stay cost efficient.