What is the company's mission?

The company's mission is to help clients understand the opportunities and potential rewards of taking a proactive approach to their personal financial situation. They aim to educate clients about financial concepts and work with them to pursue their financial goals.

What resources are available on the company's website?

The company's website provides a variety of resources, including newsletter articles, calculators, research reports, and flipbooks. Clients can use these tools to gain a better understanding of financial concepts and planning.

Who is the company's team?

The company is led by Jerry Oliano, who works with a team of financial professionals to provide personalized guidance to clients. The website includes information about Jerry Oliano and his qualifications.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Jerry Oliano

$220.0K revenue • 1 employees • 265 N Main St, Wallingford, CT, 06492, United States

Last Updated Sep 1, 2025

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Company Overview

Company Name

Jerry Oliano

Address

265 N Main St, Wallingford, CT, 06492, United States

Website

jerryoliano.com

Phone

(203) 269-8019

Approx. Annual Revenue

$0.2M

Employees

Established

2008

Google Business Category

Financial planner

About Jerry Oliano

Jerry Oliano, LLC is a financial planning firm based in Wallingford, CT, United States. Founded in 2008, the company offers a range of services, including insurance, investment, and retirement planning. The firm's mission is to help clients understand and pursue their financial goals through personalized guidance and education.

Recent changes

What changed on the Jerry Oliano website and Google listing, as detected by Coldlytics on each visit.

Oct 18, 2026
Estimated revenue band moved from $250K-500K to $<250K
Oct 18, 2026
Estimated headcount moved from 2-5 to 1 employees
Oct 18, 2026
Meta (Facebook) ad pixel installed

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Frequently Asked Questions about Jerry Oliano

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Key Decision Makers

Jerry Oliano Owner