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Olive Tree Wealth

verified

Financial Consultant in Waltham

open
Today 08:00 AM - 05:00 PM

40 Crescent Street Waltham MA, 02453

(781) 996-4480

website

General Description

Olive Tree Wealth is a trusted financial advising firm serving Waltham, Massachusetts, dedicated to helping individuals and families achieve their financial goals through comprehensive wealth management solutions. As experienced financial planners, the team specializes in creating customized strategies tailored to each client's unique needs and objectives. The firm offers a full range of investment services including financial planning, qualified accounts, advisory accounts, and non-qualified accounts designed to build and preserve wealth. Olive Tree Wealth provides expert guidance on insurance programs to protect what matters most, along with educational accounts to help families prepare for future academic expenses.

Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Olive Tree Wealth
40 Crescent Street
Waltham, MA 02453
(781) 996-4480
Driving Directions
(781) 893-0909

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