Oliver Capital Management
Oliver Capital Management is a financial advisory firm, with offices in Boston 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 nearly two decades of experience. We follow a simple 3 step process. First, we learn about the vision and future that our clients want to create, as well as their current financial picture. That 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. LinkedIn is unaliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its aliates. This material is not intended to be a recommendation, oer or solicitation. Always consult a tax, legal, or nancial professional regarding your personal circumstances. Securities & Advisory Services oered through HTK. Member FINRA / SIPC 600 Dresher Rd, Horsham, PA 19044, USA. 800-873-7637, Oliver Capital Management is unaliated with HTK.
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Cassie Magro
Head of Client Services · Customer/Client Service
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John Conte
Founder Principal · General Business & Management
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