Oliver Capital Management
(120) 362-3035
300 Baker Ave Suite 300, Concord, MA 01742, United States, Concord, Massachusetts, 01742
About us
Oliver Capital Management is a financial advisory firm, with offices in Concord, MA and New York City. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and 22 years of experience. We follow a simple 3 step process. First, we learn about the future that our clients want to create, as well as their current financial picture. This information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time.
| Year established | 2019 |
| Languages | English |
| Tags | Financial Advisor, Financial Services, Financial Planning, Estate Planning |
| Services | Financial Advisor, Financial Services, Financial Planning, Estate Planning |