Mr. Vincent Lombardi Oldre, CFP®
Advisory services are offered by Assured Retirement Financial Group, Inc. a Registered Investment Advisor in the State of Minnesota. Insurance products and services are offered through Assured Retirement Group, Inc. Assured Retirement Financial Group, Inc. and Assured Retirement Group, Inc. are affiliated companies.
Year CFP® Certification Received: 2014
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Risk Management, Social Security Planning, Tax Planning, Wealth Management
Typical Client Profile
Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 65-74, Baby Boomers, 55-64, 75 or older
Profession: Service Professionals
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