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Christmas without Cash Bethany OK

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Bethany, OK. We have compiled a list of businesses and services around Bethany, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. James K. Baird, CFP®
(405) 418-2943
5801 NW 39th St
Warr Acres, OK
Firm
Chase Investment Services Corp

Data Provided By:
Mr. Sam J. Whitehead, CFP®
(405) 942-0010
PO Box 74916
Oklahoma City, OK

Data Provided By:
Mr. Jared M. Hopkins, CFP®
(866) 222-4391
5100 N Brookline Ave Ste 700
Oklahoma City, OK
Firm
Portfolio LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Lee A. Wilcox, CFP®
(405) 943-0300
Landmark Tower East #710
Oklahoma City, OK
Firm
New York Life, Eagle Strategies

Data Provided By:
Mr. Malachi P. Sturlin, CFP®
(405) 491-0235
6632 NW 39th Expy
Bethany, OK
Firm
Access Financial Group, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Don Spicer Jr., CFP®
(405) 603-4444
8212 Canna Lane
Oklahoma City, OK
Firm
Spicer Retirement Advisors, LLC

Data Provided By:
Mr. Andrew Flinton, CFP®
(405) 842-3443
3001 United Founders Blvd
Oklahoma City, OK
Firm
Retirement Investment Advisors, Inc.
Areas of Specialization
Comprehensive Financial Planning, Intergenerational Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Business Executives

Data Provided By:
Ms. Carol Ringrose Alexander, CFP®
(405) 842-3443
3001 United Founders Blvd Ste A
Oklahoma City, OK
Firm
Retirement Investment Advisors
Areas of Specialization
Charitable Giving, Divorce Issues, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Kyle L. Williams, CFP®
(405) 605-0224
3030 NW Expressway St
Oklahoma City, OK
Firm
Kimbler & Associates A private wealth advisory practice

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