MO
Michele Olsen
Client Services Manager at Genwealth Advisory
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Work Experience
Client Services Manager
2015 - Present · 9 years and 11 months
Associate Advisor
2019 - 2022 · 3 years
Company Details
2-10 Employees
Protecting Your Retirement. At GenWealth Advisory we help individuals, families, and businesses plan for a secure future through education and quality strategies. We believe no two individuals or businesses are alike which is why we are dedicated to giving clients the personal attention they deserve. Our financial solutions are as unique as our clients. Advisory services offered through M2 Financial LLC., a registered investment adviser. GenWealth Advisory Group is a trade name and logo that is used for marketing purposes and may appear on marketing materials or client statements. Clients should understand that Genwealth Advisory Group is a separate legal entity. M2 Financial LLC., and GenWealth Advisory Group are independently owned and operated. Information shared from third party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While GenWealth Advisory Group believes information derived from third party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual Results, performance or events may differ materially from those expressed or implied in such statements. Past performance is no guarantee of future results.
Year Founded
2002
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Retirement & Financial Planning
HQ Location
1218 E 7800 S Ste. 200 Sandy, Utah 84047, US
Keywords
Retirement PlanningInsuranceAnnuitiesAsset Protectiowealth managementStocksBondsMutual Funds
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