Nathan Ollish is one of the Financial Advisors at Western Reserve Resources. He offers clients an authentic, genuine look at their current financial resources and goals, and then creates for clients a custom, creative plan to help them balance enjoying life now, while preparing for their future. Clients can expect straight forward answers from Nathan that are timely, responsive, and informed. Nathan is passionate about helping others achieve their dreams, sharing ideas on how to make that dream achievable; as well as, educating on the power of investing now and not waiting until ‘I have enough money to start investing.’ He would like to see a shift in clients from having a fear of their finances to an understanding of how their money can work for them, and help create different options to assist them in reaching their goals.
Clients of Nathan are more than a number. He views his clients as people with value and worth; not just as a dollar sign. He believes that everyone should have the ability to receive sound financial advice, regardless of how much money they have.
By working with Nathan, his clients receive quality advice that can help simplify their financial life and hopefully reduce anxiety about finances and the future, and in the process, help their money work for them.
The first step to working with Nathan begins with a phone call or email. Nathan will schedule a meeting and send a 1 page list of documents he will need to create a case study. At the Initial Meeting, Nathan will ask questions to hear what you are wanting to accomplish and provide prompts to assist in getting your ideas and goals down on paper. This is also a great time to get to know Nathan more and the services he & Western Reserve Resources offers. After that Nathan will schedule a Case Study Meeting to bring together a picture of where you are financially and a broad view plan to help you reach your goals. The next step is to have a Master Investment Plan meeting where Nathan will create an individualized plan with specific investment recommendations for you. All of these steps will be guided by Nathan and will move forward as you are ready.
To learn more, please contact Nathan at (330) 342-8010 or email him at Nathan.Ollish@RaymondJames.com.
Nathan is Series 7 & 66 Licenses, as well as, holds his Ohio Accident and Health, Life, Variable insurance license.
Check the background of this investment professional on FINRA’s BrokerCheck.