Olson Associates
Home of
"The Financial MAXI-MISER Process"

CONNECT

Address:

701 Bombay Lane
Roswell, GA 30076-5817

Phone:

770-740-8744

Fax/Other:

770-740-8562

Larry Olson - Our Founder's Legacy


 

 

 

 

Olson Associates was founded on the principles of Integrity, Objectivity, Diligence, Competence, Fairness, Sincerity, and Compassion. These core values define the way we operate and prioritize each day. Erick Olson's father, Larry Olson founded our firm in 1980 based on these fundamental guiding principles.

After a 22 year career at Sears headquarters in Chicago, Larry was looking to expand his career. He figured he could use his corporate experience building comprehensive business plans as a foundation to helping people create their personal financial plans.

Larry engaged in building lifelong relationships with countless clients on their journey to retirement. As an independent company, the firm has a long standing reputation for offering unbiased financial advice and comprehensive financial plans for their clients.

Larry created the "The Financial Maxi-Miser Process" sm as a processed way to approach financial planning. The firm, led by his son Erick, continues to use this process as the foundation for implementing plans. This is the one example of the legacy Larry left and Erick values the opportunity to continue helping families broaden their Financial Plan through this process.

To learn more about our process, click here: http://www.olsonadvisory.net/Our-Process.8.htm

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Check the background of this financial professional on FINRA's BrokerCheck