'Opportunities multiply as they are seized' Sun Tzu
We are a firm where the best parts of the traditional relationship between the broker, the investment advisor, and the client are re-established. Both high net worth clientele, and middle class investors, receive the personal attention of their brokers or advisors; and in return the brokers and advisors are able to operate in an environment where they are valued as individuals and where they make unbiased investment decisions for the client.
Olson, Cross & Alamo shares its financial advisors' passion for providing only the most accurate and detailed advice to our valued clients. We are focused on providing our financial advisors with the services, resources, tools, and educational opportunities necessary to allow them to manage the complexities of today's financial markets. In order to maintain its entrepreneurial edge, OCA is committed to the success of the financial advisors who share our mission. Learn More...
If we have learned anything during recent years, it is that nothing is more important than the relationship between our firm and you, our client. How can one hope to get good financial advice in times like these if every time you call your financial company you get a different person to talk to? How do you know if the product that they recommend is actually something that makes sense for you – not something your broker has to push because the parent company has a hidden agenda? Learn More...