Ronald Olson, Inc. (R.O.I.) | Lehi, UT

Service Area: Lehi, UT
Team Size: 2 employees
Business Duration: 33 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Cash
Check
Venmo

Services Offered

Service type

General financial planning
Retirement planning
Investment review
Annuities
Mutual funds
Life insurance review
Tax planning
College planning
Trusts or estate planning
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

We are providing comprehensive financial planning and active investment management on a fee-only basis.

We are certified financial planners and members of NAPFA (The National Association of Personal Financial Advisors).

My main objective is to help you most effectively and efficiently meet your finanical goals.

I would love to sit down and tell you all about our services, my background, what motivates me and how I am compensated so you can get a good feel if we would be a good match for your particular situation. Let me know if you'd like to schedule a no cost no obligaiton meeting, thanks!

License

- License Holder: Joseph Olson
- License Type: Investment Adviser Firm (UT)
- License number: #116966
- License verified on 7/31/2019

Verification

Background Check
- Joseph Olson
- Completed on 10/6/2024

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