Ray Olson Family Financial Planning Revenue
Financial Services • 
Richmond, Virginia, United States • 1-10 Employees
Ray Olson Family Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Ray Olson Family Financial Planning
Ray Olson
Owner/President/Financial Professional at Ray Olson, LLC
Company overview
| Headquarters | 2201 W Broad St, Suite 205, Richmond, Virginia 23220, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Fee Based Planning, Financial Consulting, College Planning, Retirement Income, Family Financial Planner |
| Employees | 1-10 |
| Socials |
Ray Olson Family Financial Planning Email Formats
Ray Olson Family Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@rayolson.net), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rayolson.net | 75% |
{first name} | john@rayolson.net | 25% |
About Ray Olson Family Financial Planning
As a financial advisor who is passionate about helping others achieve financial independence, Ray Olson takes an individualized & customized approach to each client. He combines old-fashioned value with the efficiency & quality today's investors expect. With a focus on investment management, retirement income & wealth management, he stands by his clients, acting as a partner & financial advocate during the length of their retirement, helping them review & adjust their investment portfolio. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Ray Olson Family Financial Planning has never raised funding before.
Ray Olson Family Financial Planning Tech Stack
Discover the technologies and tools that power Ray Olson Family Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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