ROI - Ronald Olson
Finance · Utah, United States · 1-10 Employees
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Overview
Headquarters
351 E 140 N, Lindon, Utah, 84042, United...Phone Number
(801) 785-3254Website
www.roionweb.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
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Jul
ZI Rank
1
1
1
1
1
1
About ROI - Ronald Olson
ROI Wealth Management is a family-owned financial planning firm based in Lehi, Utah, with additional services in the surrounding areas. They specialize in comprehensive financial and retirement planning, offering fee-only investment advice from Certified Financial Planner professionals. The firm caters to clients at various life stages, providing personalized strategies to grow wealth, reduce risk, and ensure a secure legacy. With a commitment to fiduciary responsibility, ROI Wealth Management delivers conflict-free advice without commissions or product sales.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
ROI - Ronald Olson
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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ROI - Ronald Olson is experiencing very low activity levels compared to other companies in the Finance sector.
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ROI Wealth Management is a family-owned financial planning firm based in Lehi, Utah, with additional services in the surrounding areas. They specialize in comprehensive financial and retirement planning, offering fee-only investment advice from Certified Financial Planner professionals. The firm caters to clients at various life stages, providing p... Read More
