Craig Olson

Financial Advisor at Edward Jones

Role
Financial Advisor at Edward Jones
Location
Port Charlotte, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Craig Olson

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. I focus on serving the financial needs of individual investors of all ages and financial means. At Edward Jones, we have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.Every strategy we offer and every solution we recommend is based on what\'s most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to your financial goals.At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients\' unique goals and instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2016 — Present · Port Charlotte, FL, US

Education

  • Central Washington University

    Bachelor’s Degree, Education

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Craig Olson — Financial Advisor at Edward Jones in Port Charlotte, FL, US | Unifers