Erik Olsen Financial Email Format

Financial ServicesNew York, United States2-10 Employees

Erik Olsen Financial operates in financial services as a referral-only practice serving a select group of high-net-worth individuals. The firm focuses on protecting and transferring accumulated wealth to the next generation while minimizing taxes through estate planning tools such as trusts, wills, and life insurance. Its clients are business owners, executives, and professionals with minimum net worth of $10 million or annual compensation above $1 million, and they prioritize their families’ well-being and retirement planning. The company is based in Valley Cottage, New York, and operates with a small professional team serving its clients. Erik Olsen is an agent licensed to sell insurance through New York Life Insurance Company and is a registered representative offering securities through NYLIFE Securities LLC, a licensed insurance agency and New York Life Company; the firm is not owned or operated by New York Life or its affiliates.

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