Oliver Capital Management
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Oliver Capital Management is a financial advisory firm based in Concord, Massachusetts, with an additional office in New York City. With over two decades of experience, they specialize in helping young families and small business owners streamline their financial lives and achieve their financial goals through innovative technology and personalized planning.
The firm offers a comprehensive range of services, including investment management, estate planning, and business planning, all delivered with a focus on empathy, transparency, and integrity. Their client-centric approach ensures that each financial decision is made with the client's best interests at heart, fostering a supportive environment for managing financial challenges.
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