As a fudiciary and Bluespring Wealth Partner, we listen to what you want to accomplish in life and provide the financial guidance and leadership to help you achieve your dreams. It is because of this interest that he embarked on a career in the financial services industry, and has been serving in it for over two decades. Ray is committed to the highest standards of service and integrity. Devoted t
o his family of four, Ray understands the economic and family priorities in his clients’ lives. He listens to what’s important to you, then creates a plan to help you pursue your goals. Ray has spent over a decade helping clients plan for their financial futures. As a financial advisor who is passionate about helping others achieve financial independence, he takes an individualized and customized approach to each client. He combines old-fashioned value with the efficiency and quality today's investors expect. His commitment to the community and close relationships with family, friends and clients - often one in the same - has shown that everyone has their own, unique needs and financial goals. The holistic approach helps clients work toward achieving success, from retirement to college, estate and life planning and help clients establish realistic expectations. With a focus on investment management, retirement income and wealth management, he stands by his clients, acting as a partner and financial advocate during the length of their retirement, helping them review and adjust their investment portfolio. Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
