TO
Tony Olson
Founder And Principal, Investment Advisor Representative at Bonsai Financial
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Work Experience
Founder And Principal, Investment Advisor Representative
Feb 2018 - Present · 6 years and 10 months
Apr 2010 - Present · 14 years and 8 months
Co-Founder And Chief Compliance Officer
Jan 2013 - Present · 11 years and 11 months
Partner And Co-Founder And Investment Advisor Representative
Apr 2010 - Present · 14 years and 8 months
Company Details
2-10 Employees
Retirement Wealth Advisors
Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer. Investment advice is offered through Bonsai Financial Services, LLC, a Registered Investment Adviser.
Insurance and annuity products are offered separately through Bonsai Insurance Services, LLC.
Website
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
3235 E Camelback Rd
Unit 218
Phoenix, Arizona 85018, US
Keywords
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Contact Details
- Email AddressT**@bonsaifinancial.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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