We are an established firm with 2 Advisors, beautiful offices, serious about our business, however, have a lot of fun celebrating every victory internally and with our clients.
We operate under a No Drama zone.
Seriously interested in buying a practice or bringing in an Advisor with like minded ethical
Best Practice management.
For a serious discussion of a potential mutually beneficial relationship; contact Victoria Woods or Damon King 348-0909 Holistic, Purposed based Independent Advisory Firm.
Market to High Net Worth Investors, Pre-Retirees, Retirees, Business owners, Widowed Divorced and single Women.
Marketing is primarily through Radio show, Financial Enrichment classes.
Have an in office Radio Studio, Events Center on property.
Office space available in a Highly appointed office space.
Pictures available at www.FinancialDistrictOKcom
Has Office Space to Share in Edmond, OK
Beautifully appointed offices located in the Financial District of Oklahoma in Edmond.
11 Offices shared with like professionals, Stock Broker, Financial Planners, CFP, Investment Advisor, Attorney, Currently 3 office in main building, separate building with a conference area for up to 25 table and 40 people theater style.