John W. Olson,  CFP<sup>&reg;</sup> - Financial Advisor

John W. Olson, CFP®

Financial Planner

2250 Financial Services, Inc.

251 Najoles Rd, Suite G
Millersville, MD 21108
FINANCIAL ADVISOR'S WEBSITE
(410) 774-6723 CONNECT WITH John
  • linkedin link

General

John Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 2250 Financial Services, Inc. in Millersville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: Maryland
  • Fixed annuities: Maryland
  • Variable annuities: Maryland

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources