Multigenerational Financial Strategies


Multigenerational Financial Strategies helps individuals and business owners to create, build, and preserve wealth. Many of us are trying to run a business, pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side--someone who can evaluate your needs, assess your priorities and recommend solutions that help crystallize your financial goals and objectives.

Jonathon Olivas is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance Lic # 0G26428), NV, OH and OR. No insurance business may be conducted outside the specific states referenced.

Jonathon Olivas is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, NV, OH and OR. No offers may be made or accepted from any resident outside the specific states referenced.