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VerifiedFinancial Services· Founded 2001

Oliver Asset Management

Frank has always had a passion for helping people as it pertains to their finances, so he opened a specialized financial firm that provides customized retirement strategies. Frank’s extensive education and experience working with hundreds of clients for nearly 2 decades, positions him to have very clear insight into effective planning procedures. Along with creating the T.I.M.E.™ process, Frank is a member of the nation’s most exclusive group of financial advisors: Ed Slott’s Master Elite IRA Advisor Group. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced Social Security strategies, greatly aiding him in designing the most efficient retirement plans. Frank has also trained and coached fellow financial advisors across the country on advanced planning techniques, so they too can assist their clients as efficiently as possible. Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.

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HeadquartersLongmont, United StatesEmployees4(1 to 10)Annual revenue$1M to <$10MFounded year2001Websiteoliverassetmanagement.comLinkedIn profileLinkedIn

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4

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25

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Top roles at Oliver Asset Management

3 distinct titles indexed · top 3 shown.

  • 1office manager
  • 1president & founder
  • 1recepcionista

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