About
We’re a team of financial advisors providing wealth management and financial advice for individuals, non-profits, and small businesses.
We’re a team of financial advisors, retirement and estate planners serving individuals, families, non-profits, and small businesses from a Christian worldview. Our professionals know the financial planning life cycle, and are equipped to help you with everything from asset management and investment planning, to legacy planning. We consult with non-profits to help them succeed with planned giving programs, and help businesses with succession planning, employee benefits (such as retirement plans),...
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financial services
financial planner
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Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:00 PM
- Tue 8:30 AM - 5:00 PM
- Wed 8:30 AM - 5:00 PM
- Thu 8:30 AM - 5:00 PM
- Fri 8:30 AM - 5:00 PM
- Sat CLOSED
-
Mon 8:30 AM - 5:00 PMOPEN NOW
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- Location Typeunknown
- Opening Dateunknown
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- Investment Advisor Dirk Olds
- Phone (607) 725-4786
- Email [email protected]