5 Massachusetts Estate Planning Mistakes to Avoid

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Oliver Capital Management is a financial advisory firm, with offices in Concord, Massachusetts, and Park Avenue, New York City. We help young families and small business owners save money and streamline their financial lives. This is done through industry-leading technology and more than two decades of experience.

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300 Baker Avenue, Suite 300
Concord, MA 01742
(203) 623-0358
(978) 405-3347

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About

Oliver Capital Management is a financial advisory firm, with offices in Concord, Massachusetts, and Park Avenue, New York City.

We help young families and small business owners save money and streamline their financial lives. This is done through industry-leading technology and more than two decades of experience.

Contact

300 Baker Avenue, Suite 300
Concord, MA 01742, US

30 Vesey St, 9^th floor,
New York, NY 10007

(203) 623-0358
(978) 405-3347

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Get financial news & updates

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637. HTK | Hornor, Townsend & Kent, LLC , Oliver Capital Management is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 8225257RG_Aug27

We are insurance and securities licensed in MA and NY, as well as additional states. Not an offer or solicitation in any state where not properly licensed. John Conte CA Insurance #0N10474. Check the background of your financial professional on FINRA’s BrokerCheck

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