Ivan Olshefski
Financial Advising
Why pick this one
They offer financial advising services focused on business retirement plans and require a minimum investment of $50,000.
Best for
- Financial advising for entrepreneurs and business owners
- Developing retirement savings strategies
- Planning for divorce finances
Look elsewhere if
- Budget-sensitive clients with less than $50,000 to invest
Specialties
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
What makes them different
- Accepting New Clients
- Serves clients with a minimum investment of $50,000
- Serves
- Clayton
Distilled from this business's own website.
Contact & Location
- Address
- 11618 US 70 Business Hwy WSuite 204, Clayton, NC 27520
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- ivan.ellis@edwardjones.com
Services
- Financial Advising