Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management - San Ramon, California
Address: 111 Deerwood Rd STE 200, San Ramon, CA 94583.
Phone: 58553230.
Website: olisonandcompany.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management
⏰ Open Hours of Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management
Kevin Olison stands out as a dedicated financial planner and investment service provider based in San Ramon, California. His practice, Olison & Company, is located at 111 Deerwood Rd STE 200, offering a comprehensive range of services tailored to help individuals manage and grow their wealth. For those seeking personalized financial guidance, Kevin's approach is both professional and approachable, making him a trusted advisor in the community.
Contact Information and Services
- Address: Kevin's office is conveniently situated at 111 Deerwood Rd STE 200, San Ramon, CA 94583. His office ensures accessibility with features like a wheelchair-accessible entrance and parking lot, ensuring all clients can visit without barriers.
- Phone: For inquiries or to schedule an appointment, you can reach out to him directly at 58553230.
- Website: For more detailed information, visit his website at olisonandcompany.com. Here, you'll find insights into his specialties and the range of services he offers.
Specialties and Client Testimonials
Kevin Olison specializes in providing expert financial planning and investment services. His dedication to his clients is evident in the testimonials he has received, particularly for his retirement account management. Clients appreciate his patient explanations and understanding, which help demystify complex financial concepts. The average opinion on Google My Business is a remarkable 5/5, reflecting the high level of satisfaction and trust clients place in Kevin's expertise.
One review highlights Kevin's consistent availability and patience, saying, "Kevin has been handling my retirement account for several years. I know that if at any time I have a question, he will get me an answer. He is always patient explaining and answering anything I don't understand." This level of commitment ensures clients feel confident in their financial future under Kevin's guidance.
Recommendations for Prospective Clients
For anyone considering financial planning or investment services, Kevin Olison and his team at Olison & Company offer more than just professional advice; they build lasting relationships with their clients. It's recommended to reserve an appointment to discuss your specific financial goals and concerns. The office's accessibility features and professional services make Kevin a standout choice for anyone looking to secure their financial future.
Don't wait to take control of your financial future. Visit olisonandcompany.com or call 58553230 to schedule your consultation with Kevin Olison. Experience firsthand the personalized care and expert advice that has earned him such a high rating from his clients.
This recommendation aims to encourage potential clients to reach out and benefit from Kevin's comprehensive financial planning and investment services. With his track record of excellence and client testimonials, it's clear that Kevin Olison and his team are committed to helping individuals navigate the complexities of financial management with confidence and clarity.
👍 Reviews of Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management
