Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

Season’s Greetings from Olemera Financial Advisors

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2020 brought with it some unrelenting challenges and hardships as we watched how a single virus changed everything, almost overnight. However, as we approach the holiday season, now is a great time to reflect and be grateful for everything that we still have.

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Posted by Gary Walker on Thursday, December 17, 2020 Views: 208


6 Ways to Start 2021 With a Money Saving Mindset

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With a new year approaching, we could start this chapter on a brand-new page, with new habits and a new way of thinking about our personal finances.

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Posted by Gary Walker on Tuesday, December 15, 2020 Views: 545


Conducting Your End-of-Year Personal Finance Review

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Reviewing your personal financial plan at the end of the year helps you to end of the year knowing exactly where you stand with your finances and it helps you strategize for the year ahead.

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Posted by Gary Walker on Monday, November 30, 2020 Views: 150