NORTHWESTERN MUTUAL - JAKE ROBBINS
6301 Waterford Boulevard, Suite 440, Oklahoma City, OK 73118 DIRECTIONS
Since 2010
Here’s The Deal:
Jake Robbins is one of the best financial advisors in Northwestern Mutual. They collectively focus on providing comprehensive, customized, objective financial planning and wealth management advice. They are acutely focused on a process-driven model. They look forward to putting their passion and collective experience to work for their clients. Northwestern Mutual has been helping clients take control of their financial future for nearly 160 years. Their clients span across the country, throughout industries and generations, from retirees to high-ranking corporate executives, medical professionals to business owners, licensed professionals, and affluent families. In addition, they develop a niche in working with doctors in Oklahoma City and across the country on their financial planning needs.
SPECIALTY:
Northwestern Mutual - Tax Planning, Cash Flow Analysis, Trust Services, Life Insurance Planning, Disability Income Planning, Business Valuation Planning, Business Risk Management, Qualified Plan Benchmarking, Retirement Planning, Education Funding, Estate Planning, Investment Strategies, Employee & Executive Benefits Planning
TBR® Inspection Report:
BULMER FINANCIAL GROUP
918 SouthWest 107th Street, Suite 100, Oklahoma City, OK 73170 DIRECTIONS
Since 2015
Here’s The Deal:
Bulmer Financial Group is an independent company that has been proudly serving Oklahomans for over 20 years. Their advisors have the knowledge and experience to guide their clients effectively through their retirement years. Their relationships with their clients are built on this very premise. The firm offers a client-centered approach to financial solutions. They offer counsel on investments, retirement solutions, insurance, and more. At Bulmer Financial Group, they are committed to creating retirement solutions tailor-made for every client. They provide quality access to health, and life insurance is a staple of their practice.
SPECIALTY:
Mutual Funds, Exchange-Traded Funds, Simple and SEP IRA, Roth IRA, 401(K) Rollover, Social Security Strategies, Individual and Employer-Sponsored Retirement Plans, Advisory Accounts, 401K Retirement Portfolio Management, Annuities, Long Term Care, Whole, Universal, Indexed Universal & Variable Universal Insurance
TBR® Inspection Report:
ALIGN WEALTH MANAGEMENT
13921 Quail Pointe Drive, Oklahoma City, OK 73134 DIRECTIONS
Since 1994
Here’s The Deal:
Align Wealth Management is the only business that delivers objective fiduciary guidance, resulting in simple and elegant wealth management solutions. Their team comprises a unique blend of highly credentialed professionals with decades of wealth management experience. They strive to deliver peace of mind by helping you make the most of your one financial life. Their investment management services include customized portfolios, ongoing portfolio management, and periodic performance reviews to ensure alignment with your goals and objectives. They stand behind their work with a no-questions-asked, money-back guarantee. Their asset allocation decisions are always customized for you and your particular situation. Align Wealth Management also serves in St Petersburg. You can get a complimentary, confidential second opinion service.
SPECIALTY:
Asset and Investment Management, Roth Conversions, Retirement Income, IRA Rollovers, and Tax-Wise Retirement Distribution Strategies, Short, Mid Term, and Long Term Investments, Social Security Analysis, Estate Planning, Pensions, IRAs, Retirement, 401K, Insurance & Tax Planning