Oliver Capital Management

www.olivercapitalmanagement.com

Oliver Capital Management is a financial advisory firm, with offices in Boston and New York City. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and nearly two decades of experience. We follow a simple 3 step process. First, we learn about the vision and future that our clients want to create, as well as their current financial picture. That information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 2 Park Avenue, Suite 300, New York, NY 10016. 212.681.1460. Oliver Capital Management is unaffiliated with HTK.

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Oliver Capital Management is a financial advisory firm, with offices in Boston and New York City. We help young families and small business owners save money, and streamline their financial lives. This is done through industry leading technology, and nearly two decades of experience. We follow a simple 3 step process. First, we learn about the vision and future that our clients want to create, as well as their current financial picture. That information is analyzed and a plan is created. Last, and most importantly, we monitor progress on a regular basis, making sure goals are reached, together. While some may be able to do this on their own, most don't have the interest, tools or time. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 2 Park Avenue, Suite 300, New York, NY 10016. 212.681.1460. Oliver Capital Management is unaffiliated with HTK.

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Country

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State

Massachusetts

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City (Headquarters)

Concord

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Employees

1-10

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Founded

2019

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Social

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Potential Decision Makers

  • Founder / Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Client Services

    Email ****** @****.com
    Phone (***) ****-****

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