Oliver Financial Group

Specialties

Oliver Financial Group is a boutique financial services firm providing comprehensive financial planning for baby boomers and retirees. Frank Oliver’s extensive education and passion for working with retirees positions him to educate his clients on creating safe, secure financial solutions, including Income for Life, IRAs & Roth IRA’s, Tax Planning, how to Benefit from Market-​Linked Interest Without Market Risk and how to Protect Your Money.

History

Established in 2001.

Since 2001 we have helped hundreds of clients create peace of mind by implementing only the safest risk management strategies. We have earned a Gold Star standing with the Better Business Bureau.

Meet the Business Owner

Frank O.

Business Owner

Frank Oliver is the President and Founder of Oliver Financial Group. His extensive education and passion for working with baby-​boomers and retirees led him to create a unique financial advisory firm focussed on protecting assets for life.

Frank is an IRA expert and is a member the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor Group™. To be a member of Ed Slott’s Elite IRA Advisor Group™, an advisor must meet the educational requirements and make a commitment to continue their IRA training with Ed Slott and Company. This means that Frank has access to the most up-​to-​date research on IRA transfers and minimizing tax erosion for his clients and their heirs.

Frank has attained the exclusive «Court of the Table» status of the Million Dollar Round Table. Court of the Table status places Oliver among the top professionals in the global life insurance and financial services industry.