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Oliver Financial Group
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Business description
Oliver Financial Group, provides comprehensive financial planning for baby-boomers and retirees
Since 2001 we have helped hundreds of clients create peace of mind by implementing only the safest risk management strategies. "I am extremely proud of protecting my client's wealth. Not one client has ever lost a dollar, even during the turbulent last ten years." says Frank Oliver the president and founder of Oliver Financial Group. Frank's extensive education and passion for working with retirees positions him to educate his clients on creating safe, secure financial solutions in these areas: * Income Planning* Estate Planning* Asset Preservation* Family Wealth Transfer* Retirement Planning* Reduction of Financial Risk* Tax Reduction* Protecting Assets from Catastrophic Illness
General information
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 2 to 4 | |
| City / suburb: | Longmont, CO | |
| County: | Boulder |
Financial Planning, tax preparation, tax return services, retirement planning services, tax planning services, Retirment Planning, annuities, life insurance, long term care insurance
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