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Tom Olszta, Financial Advisor

FINANCIAL ADVISOR
Tom Olszta

CFP®, AAMS™
1501 Ogden Ave Suite B, Downers Grove, IL 60515opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies

About Tom

For 17 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement planning, insurance strategies, building a personal retirement plan, saving for education or creating a regular flow of income.

I grew up in Lockport, Illinois, and graduated from Lockport Township High School in 2003. I attended the University of St. Francis in 2007 and earned a bachelor's degree in finance...

Work History

  • Edward JonesMay 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of St FrancisBachelors
  • University of St FrancisBachelors

Team Members

  • Sara McGrath
    Associate Financial Advisor
  • Joanne Riordan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(708) 301-3454

Fax

(877) 563-3159

Office Address

1501 Ogden Ave Suite B
Downers Grove, IL 60515opens in a new window

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