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MassMutual financial professional.

Patrick Olsenemail

Olsen Financial

102 N 1st ST
Eldridge, IA 52748

  • Professional Story

    Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

    Education

    St. Ambrose University (2005-2008)

    Hobbies

    Golf
    Hiking
    Travel

    Affiliations & Memberships

    Million Dollar Round Table
    National Association of Insurance and Financial Advisors

    Community Involvement

    Handicapped Development Center (Board Member)
    North Scott Rotary (2nd Vice President)
    Young Life Davenport (Committee Co-Chair)
    St. Ambrose University Planned Giving Council
    St. Ambrose University Alumni Philanthropy Council

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Student Loan Refinancing

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Patrick’s Licenses and Disclosures

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