Olson Insurance & Financial Services
Olson Insurance & Financial Services Financial planner in Tallahassee
249 John Knox Rd, Tallahassee, FL 32303
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Insurance Solutions
- Wealth Management
Cost Range
Costs for financial planning services can vary based on the complexity of the client's needs. Generally, initial consultations may be free, with ongoing management fees ranging from 0.5% to 1.5% of assets under management. Insurance solutions may have separate premium costs depending on the type and coverage level.
Local Tips
- Schedule an appointment in advance, as the firm maintains a busy schedule.
- Located near the heart of Tallahassee, there are several dining options nearby for a quick lunch before or after your appointment.
- Consider visiting during mid-week for potentially shorter wait times.
FAQs
- What should I bring to my first consultation?
- It's helpful to bring financial documents such as tax returns, investment statements, and any current insurance policies.
- Do they offer virtual consultations?
- Yes, Olson Insurance & Financial Services provides virtual consultations for clients who prefer remote meetings.
- Is there a fee for the initial consultation?
- Initial consultations are typically complimentary, allowing potential clients to understand the services offered before committing.
Monday: 8AM-5PM | Tuesday: 8AM-5PM | Wednesday: 8AM-5PM | Thursday: 8AM-5PM | Friday: 8AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for Olson Insurance & Financial Services:
Sorry, no records were found. Please adjust your search criteria and try again.
Sorry, unable to load the Maps API.
Tallahassee
Florida
32303
United States
