Verified recordFinancial Services

Roy Olson

Financial Advisor, Investment Advisor Representative at Cetera Financial Specialists

Based in Appleton, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Finance & Accounting

Location

Appleton

Industry

Financial Services

Company size

168

Contact information

Reveal Roy's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

r•••••••@ceterafinancialspecialists.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

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.

Decision-makers

Other people at Cetera Financial Specialists

Browse the Cetera Financial Specialists team →

Build a list of verified contacts at Cetera Financial Specialists

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Roy

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Roy Olson Email & Phone Number @ Cetera Financial Specialists | Kipplo Discover