R.O.I.
R.O.I.
351 East 140 North
Lindon, UT 84042
351 East 140 North
Lindon, UT 84042
Categories: Financial Advisors, Financial Planners Certified, Investment Advice, Investment Advisory Service, Retirement Planning Services
Wealth Management and Financial Planning Services on a fee-only basis
Providing fee only wealth management and investment advisory services. Certified Financial Planner Professionals based in Lindon, Utah. Members of NAPFA.
Keywords: fee only, wealth management, financial planning services, investment advisory services, utah, NAPFA, Certified Financial Plannner Professional.
Providing fee only wealth management and investment advisory services. Certified Financial Planner Professionals based in Lindon, Utah. Members of NAPFA.
Keywords: fee only, wealth management, financial planning services, investment advisory services, utah, NAPFA, Certified Financial Plannner Professional.
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Interview Q&A
How long have you been in business?
Since 1992 (23 years).
What is your primary product or service?
Wealth management, investment advisory, and financial planning services.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
At a young age I worked in the business (it is a family owned and operated business) and I knew I wanted to continue to gear my work experience and education to come in full time.
How do you differentiate yourself from other businesses in your category and area?
We are "fee only" and members of NAPFA (see NAPFA.org for more info.). Also, we are CERTIFIED FINANCIAL PLANNER Certificants (CFPs).
How many locations do you have and do you have plans to expand?
One main office (Lindon, Utah). No current plans for expansion.
Provide detailed directions to your location
Exit I-15 and head East. At State Street head North or South until you reach Center Street in Lindon. Head east on Center Street until you reach 400 East. On 400 East head North until reach 140 North turn West until reach destination at 351 East 140 North Lindon, UT.
What type of payments do you accept?
Checks, Account withdraws.
Which areas do you service?
Globally.
Who owns your company or runs daily operations?
Grant and Ben Olson.
What are your hours of operation?
M - F by appointment.
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
Do unto others as you would have others do unto you!
Since 1992 (23 years).
What is your primary product or service?
Wealth management, investment advisory, and financial planning services.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
At a young age I worked in the business (it is a family owned and operated business) and I knew I wanted to continue to gear my work experience and education to come in full time.
How do you differentiate yourself from other businesses in your category and area?
We are "fee only" and members of NAPFA (see NAPFA.org for more info.). Also, we are CERTIFIED FINANCIAL PLANNER Certificants (CFPs).
How many locations do you have and do you have plans to expand?
One main office (Lindon, Utah). No current plans for expansion.
Provide detailed directions to your location
Exit I-15 and head East. At State Street head North or South until you reach Center Street in Lindon. Head east on Center Street until you reach 400 East. On 400 East head North until reach 140 North turn West until reach destination at 351 East 140 North Lindon, UT.
What type of payments do you accept?
Checks, Account withdraws.
Which areas do you service?
Globally.
Who owns your company or runs daily operations?
Grant and Ben Olson.
What are your hours of operation?
M - F by appointment.
What is the best compliment anyone can give you?
A referral.
What is your favorite quote or Bible verse?
Do unto others as you would have others do unto you!
Contact R.O.I.:
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