Who we are Overson Financial is a comprehensive financial services firm that focuses on the client’s need and is relationship based. Investment and insurance clients are provided with highly personal attention and tax preparation* services are available. We help our clients with investment and tax preparation and access to products from many companies. As independent representatives we can customize an investment plan to help pursue the individual needs of our customers. Our approach has been well received by our clients and we have built the business exclusively on a referral basis. We would enjoy the opportunity to meet with you and discuss your financial future.