James Anadon, Olivia Wealth Management

Service Area: Clovis, CA
Team Size: 2 employees
Business Duration: 4 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Apple Pay
Credit Card
Zelle

Services Offered

Service type

General financial planning
Retirement planning
Investment review
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase
Life insurance review
Tax planning

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

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.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- James Anadon
- Completed on 9/24/2024

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James Anadon, Olivia Wealth Management | Clovis, CA