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News

Articles and resources for your financial health

5 Massachusetts Estate Planning Mistakes to Avoid

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January 16, 2025
life insurance new parents

Life Insurance for New Parents: What You Should Know

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December 30, 2024
family business

Planning a Smooth Succession for Your Family Business

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December 27, 2024

Massachusetts Inheritance Laws: What You Should Know

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December 23, 2024
tax planning strategies

5 Tax Planning Strategies for Your Retirement Income

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December 16, 2024
determining net worth

Why It’s So Important to Determine Your Net Worth?

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November 18, 2024

Effective Financial Planning for Your Family: Insights from a Financial Advisor

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October 25, 2024
time and money

6 Sources of Retirement Income that you should know

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September 30, 2024

How Much Does Life Insurance Cost in Massachusetts?

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September 16, 2024
Life Insurance while Pregnant

Can I Get Life Insurance While Pregnant?

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August 12, 2024

Types of Investment Plans: What’s Right for you?

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July 23, 2024
what is investment planning

Oliver Capital Management Talks Investment Planning and Why It’s Important

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June 27, 2024
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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.

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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.

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Contact

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

2 Park Avenue, Suite 300
New York, NY 10016, US

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

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Get financial news & updates

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, HTK | Hornor, Townsend & Kent, LLC , Oliver Capital Management is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 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.

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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