Olson Financial Group

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

40 Shattuck Rd Ste 233, Andover, Massach...

Phone Number

(978) 664-2399

Revenue

$5.6 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Olson Financial Group

Olson Financial Group offers personalized financial planning services tailored to clients' values, comfort levels, and timelines. They focus on helping individuals understand their financial options and make informed investment decisions. The firm provides a range of services including retirement, investment, estate, insurance, and tax planning. Their target clients are individuals seeking a more personal and engaging approach to managing their finances.Explore more
Olson Financial Group's Social MediaPopular SearchesOlson Financial GroupOlsonfinancialgroup ComThe Olson Financial Group LLCOlsen Financial GroupOlson FinancialSIC Code 62,628NAICS Code 52,523Show more

Olson Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Olson Financial Group

$5.6M
11-50
Private
-
2008
<$5M
1-10
Private
-
2014
CS
Christy SheltonFinancial Advisor
<$5M
1-10
Private
-
-
JS
John ShiblesManaging Partner, Wealth Advisor
<$5M
1-10
Private
-
2005
NC
Nicholas CarneyFinance Intern
<$5M
1-10
Private
-
2005
BH
Benjamin HoldenInvestment Advisor
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Olson Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Olson Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Olson Financial Group.

Olson Financial Group Tech Stack

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Frequently Asked Questions Regarding Olson Financial Group

What is Olson Financial Group's official website?
Olson Financial Group's official website is www.olsonfinancialgroup.com
What is Olson Financial Group's Revenue?
Olson Financial Group's revenue is $5.6 Million
What is Olson Financial Group's SIC code?
Olson Financial Group's SIC: 62,628
What is Olson Financial Group's NAICS code?
Olson Financial Group's NAICS: 52,523
How many employees does Olson Financial Group have?
Olson Financial Group has 11-50 employees
What industry does Olson Financial Group belong to?
Olson Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Olson Financial Group competition?
Olson Financial Group top competitors include: Allfluent Wealth Management, Carney Financial Group, Comprehensive Financial Advisers, GB Financial Services
What technology does Olson Financial Group use?
Some of the popular technologies that Olson Financial Group uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Olson Financial Group?
Olson Financial Group contact info: Phone number: (978) 664-2399 Website: www.olsonfinancialgroup.com
What does Olson Financial Group do?

Olson Financial Group offers personalized financial planning services tailored to clients' values, comfort levels, and timelines. They focus on helping individuals understand their financial options and make informed investment decisions. The firm provides a range of services including retirement, investment, estate, insurance, and tax planning. Th... eir target clients are individuals seeking a more personal and engaging approach to managing their finances.Read More

What are Olson Financial Group social media links?
Olson Financial Group Linkedin page
Is Olson Financial Group a public company?
Olson Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Olson Financial Group

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