Olson Associates

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Olson Associates HOME of The "FinancialMaxiMiserProcess" TM Helping responsible adults pursue fiscal fitness through "THE FINANCIAL MAXI-MISER PROCESS." member FINRA/SIPC.

Olson Associates is a comprehensive, financial services firm committed to helping our clients improve their long-term financial success. Our customized process is designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and competence. Helping you eliminate your dangers that you may not see and capitalize on the opportunities that you may not know. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Indiana (IN), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), Nevada (NV), New Hampshire (NH), North Carolina (NC), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV) . Securities offered through Osaic Wealth, Inc. Investment advisory services offered through Olson Associates. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. www.finra.org
www.sipc.com

Third-party comments may not be representative of all customer experiences.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/15/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/13/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/08/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Another day, another happy client!🤩👇
10/07/2026

Another day, another happy client!🤩👇

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
10/06/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

⭐ Planning for Retirement? Join Us! ⭐Don't miss out on our upcoming Retirement Readiness Webinar! We will share: - The P...
10/02/2026

⭐ Planning for Retirement? Join Us! ⭐

Don't miss out on our upcoming Retirement Readiness Webinar!

We will share:
- The Power of Roth
- Smart Asset Allocation
- Our Collaborative Process
- Spending More When It Counts
- The "On-Track" Formula

October 27th at 8:30 AM via Zoom.

RSVP today!
[email protected]
770 740 8744

Your credit score may impact what you pay for auto and home insurance.
10/01/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Another highlight from one of our happy clients! 😁
09/29/2026

Another highlight from one of our happy clients! 😁

How literate are you when it comes to your finances? Brush up with these five basics.
09/29/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Address

Roswell, GA
30076

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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