ALIGN WEALTH MANAGEMENT
13921 Quail Pointe Drive, Oklahoma City, OK 73134
Since 1994
Asset and Investment Management, Retirement Income, IRA Rollovers, Roth Conversions, and Tax-Wise Retirement Distribution Strategies, Short Term, Mid Term, and Long Term Investments, Social Security Analysis, Estate Planning, Pensions, IRAs, Retirement, 401K, Insurance & Tax Planning
Specializes in wealth management solutions. Their clients consist of a discerning group of individuals, families, and small business owners. Serves also in St Petersburg. Their asset allocation decisions are always customized for you and your particular situation. Complimentary, confidential Second Opinion Service
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BLACKBURN FINANCIAL GROUP
3200 Quail Springs Parkway, Suite 110, Oklahoma City, OK 73134
Since 1985
Tax planning, Life Insurance, Annuities, Long-term Care Insurance, Analysis of Individual Financial Plans, Estate and Income Tax Analysis, Retirement Planning, Pension, Profit Sharing, Key Employee Protection, Deferred Compensation, Selective Salary Continuation & Spousal Income Replacement
Expertises in income, estate and long-term care planning as well as comprehensive business planning. They continually strive to keep abreast of new ideas, changes in tax laws and innovative products while representing many financially stable and well-managed individuals and companies
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BULMER FINANCIAL GROUP
1236 Southwest 89th, Suite A, Oklahoma City, OK 73139
Since 2015
401K Retirement Portfolio Management, 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, Annuities, Long Term Care, Whole, Universal, Indexed Universal & Variable Universal Insurance
Provides quality access to health and life insurance is a staple of their practice. Their advisors have the knowledge and experience to guide their clients effectively through their retirement years