“As Olson Wealth Group grows, we are excited to expand our footprint within the Twin Cities financial community and to deepen our commitment to our clients with enhanced services, team members,” said Sharon Olson, president of Olson Wealth Group.
Bloomington, Minnesota, June 5, 2017 (PRWEB) June 08, 2017
Olson Wealth Group, a nationally recognized wealth management firm offering wise counsel and clear strategies and inventor of the distinctive SCOPE financial advisory process has announced that they have located to a new suite of offices within the 8500 Normandale Lake Blvd buildings located in Bloomington, Minnesota.
The new address is 8500 Normandale Lake Blvd Suite #970. All contact information, including phone numbers, remain the same. This move will take place on June 29.
“As Olson Wealth Group grows, we are excited to expand our footprint within the Twin Cities financial community and to deepen our commitment to our clients with enhanced services, team members and initiatives,” said Sharon Olson, president of Olson Wealth Group. As our client’s lives have become more complex the need for a greater bench of experience and unique talents has grown. We are grateful for our clients trust and confidence as we help them create and pursue the vision for their life and a lasting legacy.”
About Olson Wealth Group
For over 30 years, Olson Wealth Group has provided a holistic and sophisticated approach to the complexities in the areas of investment, retirement, risk management and estate planning. Bound by a fiduciary standard when providing investment advisory services, clients get research-based advice with fee- and tax- efficiency. Our clients’ portfolios are goal-oriented and well diversified over multiple complementary asset classes, including stocks, bonds, private placements and social impact investments
Our promise to our clients is that we serve as advocates, aligning their vision with their values and life plan. With wise counsel and clear strategies, we lead with governance to build and preserve wealth. We deploy creativity, an innovative approach and objective advice to create our client’s legacy, built to last.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.