Verified recordFinancial Services

Scott Olson

Private Wealth Manager at Gtx Wealth

Based in Georgetown, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Georgetown

Industry

Financial Services

Company size

1

Contact information

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Email

1 credit

s•••••••@gtxwealth.com

Phone

5 credits

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Background

About Scott Olson

I help my clients feel confident about their future by evaluating their entire financial picture, creating a plan that meets their unique goals, and measuring success along the way. My main areas of focus are helping small business owners build wealth predictably, and educating women in transition - married, divorced or widowed to help them gain a better understanding of their financial situation. 3613 Williams Dr, Suite 405, Georgetown, TX 78628 Office: 512-900-7887 Fax 512-692-3895 Email: scott.olson@gtxwealth.com Website: Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) & SIPC (SIPC.org). Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where I am not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation or GTX Wealth. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements. Areas of Focus: Small Business Retirement Plans: 401k, 403b, SEP, or Simple IRA Plans; Traditional/Roth IRA; 529 College Saving Plans; Annuities, Life Insurance, Long Term Care Insurance; Strategic Financial Planning; Wealth; Retirement Planning; Investment Strategies; Risk Management; Financial Analysis; Securities; Equities; Stocks; Bonds; Asset Allocation; Wealth Accumulation; Estate Planning; Alternative (non-correlated) Investments. Medicare policies.

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Scott Olson Email & Phone Number @ Gtx Wealth | Kipplo Discover