James Anadon, Olivia Wealth Management
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Service type
It’s free, with no obligation to book
Introduction
At Olivia Wealth Management, we make your financial journey seamless and simple. We partner up with individuals and families in all walks of life to guide, grow, and safeguard legacies. There’s no cookie cutter plan or piece of advice.
Whether you’re:
-starting or running a business
-purchasing a home or investment property
-consolidating old retirement accounts
-considering financial planning
-preparing to retire
-receiving an inheritance or large sum of assets
-or simply need a second opinion of your current portfolio
We’re happy to help.
Our expertise starts with your family’s heart and values. Because we’re better together. Let’s connect.
Overview
Serves Clovis, CA
Background checked
2 employees
3 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Credit card, and Zelle.
Social media
Featured Projects
2 photos
Reviews
Customers rated this pro highly for professionalism, punctuality, and work quality.
5.0
1 review
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Daniel H.
Sep 24, 2024
Letty and James have made a huge difference for me in terms of planning my future responsibly. Many thanks to a great team!
Credentials
Background Check
James Anadon