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We strive to give our clients the personal attention they need to achieve their financial goals through every stage of life.
We will gladly set up an appointment to assess your current situation and answer your questions.
Pre-Consultation Worksheet
Phone
210.918.8998
Fax
210.344.4362
Email
advisor@teamoliver.com
Team Directory
Click here for our team directory
Office Hours
8:00 a.m. to 5:00 p.m.
Monday through Friday
Switchboard Hours
9:00 a.m. to 4:30 pm
Monday through Friday
We can be available before or after
these hours. Please call our office to
make an appointment.
Physical Address
The FB BanCorp Building
17300 Henderson Pass, Suite 240
San Antonio, TX 78232
(corner of Henderson Pass and Gold Canyon)
Get Directions Here
This firm is not a CPA firm.
Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
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Does your portfolio’s risk level match your needs and goals?
Sign up below for a complimentary professional risk tolerance assessment from us!
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