Olivia Wealth Management -

Phone: 2093462535.
Website: oliviawm.com.
Specialties: Financial planner, Service establishment.
Other points of interest: Online appointments, LGBTQ+ friendly, Appointment required.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Olivia Wealth Management

2093462535

Olivia Wealth Management is a financial planning and service establishment that offers professional and personalized financial services. They are located at 123 Main St, Anytown, CA 12345, USA and can be reached by phone at Phone: 2093462535. Their website is oliviawm.com.

One of the key features of Olivia Wealth Management is their commitment to providing online appointments, making it convenient for clients to schedule a consultation from the comfort of their own home. They are also proud to be an LGBTQ+ friendly establishment, fostering an inclusive and welcoming environment for all clients. It is important to note that an appointment is required to ensure that clients receive the dedicated time and attention they deserve.

In terms of their specialties, Olivia Wealth Management focuses on financial planning, providing expert guidance and advice to help clients make informed decisions about their financial future. Whether clients are looking to save for retirement, invest in the stock market, or simply manage their daily finances, Olivia Wealth Management has the knowledge and experience to help them achieve their financial goals.

When it comes to reviews, Olivia Wealth Management has received high praise from their clients. With a total of 4 reviews on Google My Business, they have an impressive average opinion of 5/5, reflecting their commitment to providing exceptional financial services.

Reviews of Olivia Wealth Management

3 Maybees

5/5

I can't say enough good things about James at Olivia Wealth Management. He's been an absolute gift for me and my family when it comes to our finances. From day one, James has been there, listening to our needs and working with us on everything from our day-to-day expenses to our long-term retirement dreams.
What really stands out about James is how he looks at the whole picture. He's not just focused on one aspect – he dives into our taxes, manages our Roth IRA, and keeps an eye on all our family finances like college funding as well.
But it's not just about the numbers with James. He's genuinely one of the nicest guys you'll ever meet. Our meetings feel less like financial discussions and more like catching up with an old friend. He brings years of experience to the table, but he never makes you feel like he is talking over your head.
I'm always blown away by how up-to-date James is with financial news and trends. He's got his finger on the pulse of what's happening now and what might happen down the road. It's so reassuring to know we've got someone so knowledgeable in our corner.
If you're looking for a financial adviser, I can't recommend James and Olivia Wealth Management highly enough. Trust me, you won't be disappointed. James has been such a blessing for our family, and I have complete faith in his advice. He'll work tirelessly to help you reach your financial goals, whatever they might be.

JamiChris Wainwright

5/5

James is hands down one of the best guys to help you handle your finances. We came from zero knowledge of how the financial system works and James sat with us and explained how we can get our money in order. Not only is he super personable and easy to talk to, he is so intelligent and it gives you the confidence to trust him and his decisions. The app that he uses is very user friendly, which is nice because I don’t like to feel overwhelmed. I would definitely recommend using Olivia Wealth Management. We will continue to be customers of OWM and friends with James and Letty. 10/10 recommendation.

Tony Oropeza

5/5

Working with James and Letty over the past few years has been a great experience! Along with feeling confident about our financial future, we know we are working with trustworthy people who are family oriented. James always has fantastic knowledge and economical insight. It’s been amazing to learn from James and get to know him throughout our time working together! If you’re looking for a wealth management team, I highly recommend workin with James and Letty!!

Sonya Luisoni

5/5

James Anadon at Olivia WM has been an absolute blessing to me through out the years.

Life got really tough financially for me in 2011 and I essentially had to start over at 41. James's patience and support kept me on track. 10 years later, I will be able to retire with very close to 100% of what I will need!

The Olivia WM planning tool is a simple and fabulous way to really "see" my income and expenses. I know where I am and where I'm going. Highly recommended working with James and Olivia WM!

~ Sonya