Kathryn Olson

Financial Planning Analyst at Summit Financial - Maryland - Cockeysville, MD, US

Kathryn Olson's Colleagues at Summit Financial - Maryland
Alvin Anton

Chief Investment Officer, Investment Committee Chair

Contact Alvin Anton

Michael Alessi

Vice President - Director of Client Service and Operations

Contact Michael Alessi

Larisa Roth

Director of Compliance and Operations

Contact Larisa Roth

John Patterson

SVP Relationship Manager

Contact John Patterson

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Kathryn Olson's Contact Details
HQ
410-584-9600
Location
華盛頓哥倫比亞特區-巴爾的摩地區
Company
Summit Financial - Maryland
Kathryn Olson's Company Details
Summit Financial - Maryland logo, Summit Financial - Maryland contact details

Summit Financial - Maryland

Cockeysville, MD, US • 10 - 19 Employees
Financial Services

Summit Financial is an independent planning and investment services firm providing innovative, conflict-free strategies for business owners and individuals. We are Independent "Main Street" advisors – not Wall Street. Summit Financial offers comprehensive financial, investment and estate planning services*, including access to life, health and long-term care insurances. As an independent firm we offer investment management advisory services regardless of account size. We are committed to helping business owners navigate the ever changing world of employee benefits. Summit Financial has access to resources and experience of the country's largest independent broker/ dealer through LPL Financial*. *As reported by Financial Planning magazine, June 1996-2013, based on total revenue.*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.sumfi.com.

Personal Financial Planning Insurance Planning and Services Life Disability Long-Term Care and Health Insurance Employee Benefit Plans Legacy Estate Financial Services Financial Advisory Services
Details about Summit Financial - Maryland
Frequently Asked Questions about Kathryn Olson
Kathryn Olson currently works for Summit Financial - Maryland.
Kathryn Olson's role at Summit Financial - Maryland is Financial Planning Analyst.
Kathryn Olson's email address is ***@sumfi.com. To view Kathryn Olson's full email address, please signup to ConnectPlex.
Kathryn Olson works in the Financial Services industry.
Kathryn Olson's colleagues at Summit Financial - Maryland are Alvin Anton, Nestor Sabundayo, Michael Alessi, Thomas Graham, Larisa Roth, John Patterson and others.
Kathryn Olson's phone number is 410-584-9600
See more information about Kathryn Olson