Olivarez & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Larry Olivarez

Larry Olivarez

CEP®, CRPC®

Private Wealth Advisor

Franchise Owner
Visit Larry Olivarez's website

Suzanne Wood

Associate Financial Advisor

Visit Suzanne Wood's website

William Skrobarczyk

MBA, PFS

Associate Financial Advisor

Visit William Skrobarczyk's website

Team

Brandy Kennemer

Client Service Coordinator