Olmsted Financial Group

Story

Since 1978 Terry has been associated with the investment and insurance fields and in 1991 he founded Olmsted Financial Group. Over the past 25 years he has built a solid reputation in the field of Retirement Planning.
Terry specializes in counseling pre-retirees with their pension decision to either take an annuity or lump sum.

Mission

We are committed to helping you achieve your financial goals and protect your loved ones and currently serve more than 500 families in Rochester and the surrounding area. Together we can help you identify financial solutions and provide the level of service you deserve. Please contact us to arrange a free consultation.

Products

• Annuities
•Life Insurance
•Long Term Care Insurance
•Mutual Funds
•Tax management
•Investment management
•Retirement strategies
•Estate conservation