Olson Insurance & Financial Services Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Since 1960, Olson Financial Services has been North Florida and South Georgia's trusted retirement income strategist helping clients reach financial sustainability and build their legacy.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Our clients always come first! We serve all of our families and businesses with an emphasis on wealth perpetuity.  Whether you are looking to grow your portfolio or if you need guidance with efficiently managing distribution in retirement, we are ready to give you confidence in your financial future.

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Find Olson Insurance & Financial Services employees' phone numbers or email addresses

Olson Insurance & Financial Services Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Olson Insurance & Financial Services's Leadership

  • Stylized image of a person
    S. O.
    President And Owner
    Phone icon
  • Stylized image of a person
    J. S. O.
    Investment Advisor Representative, Owner
    Phone icon
  • Stylized image of a person
    R. S.
    Vice President
    Phone icon
  • Stylized image of a person
    C. O.
    Presidentowner
    Phone icon
  • Stylized image of a person
    P. B.
    Administrative Assistant
    Phone icon

Olson Insurance & Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Olson Insurance & Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S. O.
    Investment Advisor Representative, Owner
    Phone icon
    United StatesFlorida
    Nov 18, 2025
  • Stylized image of a person
    S. O.
    President And Owner
    Phone icon
    UNITED STATES
    May 30, 2025
  • Stylized image of a person
    R. S.
    Vice President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. O.
    Presidentowner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. B.
    Administrative Assistant
    Phone icon
    United StatesFlorida
    Apr 26, 2025

Frequently Asked Questions

What is Olson Insurance & Financial Services known for?

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Olson Insurance & Financial Services was founded in 1960 operates in the Financial Services industry. The company's main headquarters is located in 249 John Knox Road Tallahassee, Florida 32303 United States; you can contact the main corporate office by phone at . Explore Olson Insurance & Financial Services's company overview page for more information.

What is Olson Insurance & Financial Services's most common email format?

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

How many employees does Olson Insurance & Financial Services have currently?

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Olson Insurance & Financial Services has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Olson Insurance & Financial Services's key employees and leadership?

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As of February 2026, Olson Insurance & Financial Services's key employees include:

  • President And Owner: S. O.
  • Investment Advisor Representative, Owner: J. S. O.
  • Vice President: R. S.
  • Presidentowner: C. O.
  • Administrative Assistant: P. B.

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