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| Additional information |
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| Olson Investment Advisors, LLC |
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Mission statement:
At Olson Investment Advisors, LLC, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. |
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Overview:
For over a quarter of a century, Dwight H. Olson, Olson Investment Advisors LLC, has been helping people prepare for a worry free retirement by guiding them to make informed decisions about their money. As a Retirement Planning Specialist, Dwight and his team strives to help you build a retirement plan that will put you on the path to reach and maintain your retirement goals. Olson Investment Advisors, LLC is in the business of building lifelong partnerships. Through our relationships with our clients, we guide them towards their investment and retirement goals. Dwight H. Olson President
Privacy Policy: Olson Investment Advisors, LLC like other professionals who advise on personal financial matters, are required by a federal law, known as the Gramm-Leach-Bliley Act, to inform their clients of their policies regarding privacy of client information. Olson Investment Advisors, LLC have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.
In the course of providing our clients with financial planning and investment advice, we receive significant personal financial information from our clients. You should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Privacy Policy as included in Compliance & Procedures Manual last revised 10/2004.
Olson Investment Advisors, LLC is a registered investment adviser in the state of AZ, CA, FL, MD, MI, MN, MT, OK, OR, UT, WA and WY. Olson Investment Advisors, LLC does not provide personal financial advice via this web site. The purpose of this site is limited to the dissemination of general information regarding the services offered by Olson Investment Advisors, LLC. It is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Olson Investment Advisors, LLC is not currently authorized to do so. FormADV Part II, which details the business practices, services offered, and related fees of Olson Investment Advisors, LLC is available upon request. The information contained herein has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness. |
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