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    Olympus Asset Management

    1.0 (1 review)

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    10 years ago

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    WealthSmith Financial Planning

    WealthSmith Financial Planning

    5.0
    (1 review)

    Gary Smith is one of the most honest folks I know! He was brought up by a hardworking family and…read moreunderstands that your money is important! He continues to educate himself all the time to make sure he is an industry expert. He will tell you when he can help and will be honest and tell you if you really don't need his help. He has a vast array of experience from Life Insurance, Investing, Retirement plans for businesses, Medicare supplements and much much more. If you want to look at comprehensive financial planning, he's a great person to call.

    From the owner: We are a Wealth Accumulation, Financial Planning, and Retirement Income Planning firm. We help…read moreindividuals and businesses implement the appropriate wealth accumulation techniques during their working years, and provide on going retirement planning and income distribution planning at the commencement of retirement, and follow the client through to the point of wealth transfer to the next generation. We couple the aforementioned with risk management strategies to insure that the appropriate levels of protection are also achieved. Our practice utilizes many different financial and insurance solutions to meet your needs. Also note that Third Party posts do not reflect the view of Cantella & Co., Inc. and any links to third party sites are believed to be reliable but have not been independently reviewed by Cantella &Co., Inc. Please be advised I am registered to conduct business in Maine and New Hampshire. Securities offered through Cantella & Co Inc member of finra and sipc. For hyperlinks to finra and sipc please refer to my website section. I currently hold multiple designations along with the finra series 6, 7, 24, 63, 65 licenses. Visitors to this profile must avoid endorsing or recommending me or my services as such testimonials are prohibited under state and federal securities laws.

    Saltbox Financial

    Saltbox Financial

    5.0
    (6 reviews)

    My wife and I met with Vera to make sense of our finances after getting married this past summer…read more The next six months will involve considerable life changes in geography and career for both of us; Vera's insight was incredibly helpful and encouraging and empowering at what feels like a somewhat vulnerable period in our lives. We were able to speak frankly with Vera about our hopes and fears. She reassured us that we made good decisions and have the capacity to make more. We recommend that people go to Vera if they're looking for advice on building wealth. We went in anxious but came out empowered and hopeful about our future. Thank you so much, Vera!

    Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided…read moreadvice on things I didn't even remember mentioning. From SSDI asset protection, to different bank accounts, to dealing with taxes as a Real Estate Agent. I would like to echo the other reviews in that I left feeling empowered about my finances. She also helped me look at the risks of my professional ventures, and gave me a sense of security in my 1-year plan. I'm sure I will meet with her yearly to check in and re-assess. She also offered to meet with my brothers anytime over Skype, since they live in Arizona. When I first inquired on her yelp page, she gave me a free consultation phone call, and then scheduled a meeting in one of Newburyport's quaint and lovely offices. :) Her communication style is clear and up-beat, with written notes to help visual aid. After the appointment, she constructed all of the notes into a document and emailed to me. Woot woot!

    Olympus Asset Management - financialadvising - Updated August 2026

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