Roy Olson
Financial Advisor, Investment Advisor Representative at Cetera Financial Specialists
Based in Appleton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Appleton
Industry
Financial Services
Company size
168
Contact information
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r•••••••@ceterafinancialspecialists.com
Phone
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Background
About Roy Olson
As a tax and financial professional, I own and manage a local tax and accounting firm. Our emphasis is on personal service, education, and planning; we want to provide you with all the tools you need to make the best financial decisions. Tax preparation is done with attention to detail, and commitment to getting you the best refund possible. We use only professional versions of tax software, and participate in training and educating ourselves to stay current with new tax law every year. We have 16 years of experience in all skill levels of individual and business tax prep with the most competitive rates in the area. We guarantee our work, and are open and available for service January through December. This same philosophy also applies to accounting services that we offer, ranging from payroll filing and processing to full service data entry on a monthly or quarterly basis. As a financial professional, I'm committed to helping you reach your savings, investment, and retirement goals. Focused on what is important to you and what you want to accomplish, I'll analyze your current situation and help you develop an integrated strategy to work towards your individual financial needs and objectives. Securities are offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
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