Oladipo Wealth Management

Oladipo Wealth Management

Investment Management

New York, NY 273 followers

Optimize Your Financial Advantage

About us

We are a financial planning and wealth management firm specializing in creating customized investment portfolios and life insurance strategies for our clients. What We Do: We listen to our clients to understand their most important short term and long term goals and we develop a financial strategy to help them achieve those goals. How We Do It: By drawing on our knowledge and world class tools, we help our clients make sound financial decisions in order for them to build long term wealth and secure their financial future. We Provide Ongoing Advice: One of the key benefits of an investment advisory relationship with us is that you don't have to worry about the ongoing oversight of your investments. We provide you with ongoing investment advice and monitor your progress every step of the way. Call 1 (833)-OLADIPO. or visit oladipowealth.com

Industry
Investment Management
Company size
2-10 employees
Headquarters
New York, NY
Type
Privately Held
Founded
2020
Specialties
Financial Planning, Investments, Wealth Management, Insurance, College Funding Plans, Retirement Planning, Employee Benefits, Executive Bonus Plans, Qualified & Non-Qualified Deferred Compensation Plans, Pension Startegies, Business Succession Planing, Estate Planning, Wealth Transfer Strategies, Charitable Gifting Strategies, and Trust Services

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