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 merging an Advisor with like minded ethical Best Practice management into our Independent IRA firm. With the intention of being the Succession/Continuity Advisory for the retiring Advisor.
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