Olive Financial Services - Insurance, Tax, Payroll & Bookkeeping - Fremont (CA)

Mademoiselle Chappell Carolyn at the Richmond Ca store is delightful. Everytime I go in for services, she is bright, upbeat, and always willing to help. She went out of her way to remind me that my previous card needed to be updated soon to a Flare account and we did it that day. I look forward to being helped by her each time I go in. Thanks Carolyn!

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.