Oliver Capital Management - Concord, Massachusetts

Jackie A.

I have been working with John for the past 3 1/2 years, and it’s been an immense pleasure. John genuinely cares about his clients and offers solid financial advice. He is prompt to all meetings and responsive when questions arise. What I love most about working with John is that he keeps me honest. Meaning, he will help me step outside of my comfort zone ensuring I am making the best decisions possible for a secure financial future and to meet my goals of retiring at 50. I highly recommend him!!

Taylor B.

We couldn’t be happier with Oliver Capital Management. No cookie-cutter plans on offer here. John really took the time to understand what’s important to us and crafted a plan that was right for our particular wants and needs. He and Cassie are both so warm and personable and the whole process so streamlined that handing over the reins to them was a snap. John is laser-sharp and has earned our total confidence. We sleep well knowing our financial future is in his hands.

Vish M.

John is an absolute savant when it comes to financial planning and the tool kit we all need to prepare for the future. John helped me to think about the role of risk in my life and how my spouse and I are preparing for the future. I love that he doesn't make the 'heavy stuff' bring us down. I highly recommend John and his team to anyone (specifically, small business owners) seeking financial advisory either in Boston or NYC area 🙂

Jacquelyn D.

My conversation with Oliver Capital was my first time ever speaking with a financial planner—ever. Honestly, I was apprehensive. But John was (and continues to be) extremely thorough, transparent, and thoughtful. He listens to my financial needs and helps me plan accordingly. We’ve been working together for almost a year now, and I continue to be impressed by John and Cassie. I’m absolutely pacing towards my short and long term goals, and I owe a LARGE portion of that to Oliver Capital.

Andre T.

John has been great to work with! I had little to no prior knowledge about financial planning and he has been extremely helpful in that aspect! He’s responsive, knowledgeable and overall a great person! I would highly recommend John to any of my family, friends and colleagues!

Shantanu D.

John is not just a financial planner but a true partner for our family. He is super knowledgeable about every aspect of the business from insurance and risk mitigation to investing and retirement planning. He cares deeply about what matters to our family - and always starts and ends with that. And he gives genuine, straightforward advice that is in our best interest. Most of all, he’s a great guy that’s become a good friend, and we couldn’t recommend his services more highly.

K E.

My husband and I made an appointment with John to work on getting our finances in order. I have to admit I was nervous when we booked, I wasn't sure what to expect but I left his office feeling like we finally have a plan. John was very down to earth, his presentation was amazing and we left there with all our questions answered. If you are in need of financial advice/planning, I highly recommend John. A big thank you to Cassie as well, she is very responsive and helpful.

Andrew B.

My family and I have had the pleasure of working with John for several years now and could not be happier with the choice we made. Hiring a Financial Advisor is a daunting task in that it is difficult to find an individual that you can trust and is also well versed in the process (investments and insurance). John checks both those boxes.  I have experienced first hand the care and dedication that he puts towards his clients. Years ago, I referred my mother to John as she was looking for supplemental life insurance and some small scale investment planning. To say my mother was a novice investor is an understatement but he offered her the same attention and respect as any of his larger clients.

Recently when my mother passed away, the energy and compassion he put towards making sure we received her death benefit in a timely fashion was uplifting, which was what we needed during such a difficult time. Anyone that has ever lost a loved one knows the last thing you have the mental/emotional energy for is the cumbersome and administrative process of filing a death claim; John took care of the entire process, it was truly remarkable.

In terms of his financial planning acumen, I am comfortable placing every cent with him. He is engaging, personable, and extremely knowledgeable and working with him, I know that establishing financial security is just one less thing I have to worry about.