Where are Erik Olsen Financial employees located globally?

Erik Olsen Financial has employees across 1 continents and 1 countries including United States Of America.

Erik Olsen Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

Erik Olsen Financial operates in financial services as a referral-only practice serving a select group of high-net-worth individuals. The firm focuses on protecting and transferring accumulated wealth to the next generation while minimizing taxes through estate planning tools such as trusts, wills, and life insurance. Its clients are business owners, executives, and professionals with minimum net worth of $10 million or annual compensation above $1 million, and they prioritize their families’ well-being and retirement planning. The company is based in Valley Cottage, New York, and operates with a small professional team serving its clients. Erik Olsen is an agent licensed to sell insurance through New York Life Insurance Company and is a registered representative offering securities through NYLIFE Securities LLC, a licensed insurance agency and New York Life Company; the firm is not owned or operated by New York Life or its affiliates.

Erik Olsen Financial Global Highlights

North America
5

United States Of America
5

Erik Olsen Financial's Leadership

J. M.
President
Mobile Phone
Email
E. A. O.
Owner
Mobile Phone
Email
L. O.
Administrative Assistant
Mobile Phone
Email
D. R.
Executive
Mobile Phone
Email

Contact profiles from Erik Olsen Financial

Name

Title

Contact Info

Location

Last Update

E. A. O.
Owner
Mobile Phone
Email
United StatesNew York
Feb 18, 2026
J. M.
President
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
L. O.
Administrative Assistant
Mobile Phone
Email
United StatesNew York
Feb 16, 2026
D. R.
Executive
Mobile Phone
Email
UNITED STATES
Apr 22, 2024

Frequently Asked Questions

What is Erik Olsen Financial known for?

Erik Olsen Financial was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 491 Kings Highway Valley Cottage, New York 10989 United States; you can contact the main corporate office by phone at

+1-845-627-****

. Explore Erik Olsen Financial's company overview page for more information.

What is Erik Olsen Financial's most common email format?

Erik Olsen Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Erik Olsen Financial email formats with LeadIQ.

How many employees does Erik Olsen Financial have currently?

Erik Olsen Financial has approximately 3 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Erik Olsen Financial's key employees and leadership?

As of January 2026, Erik Olsen Financial's key employees include:

President: J. M.
Owner: E. A. O.
Administrative Assistant: L. O.
Executive: D. R.

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Erik Olsen Financial Employee Directory

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