Plan Group Financial

Oklahoma City, OK Company Opening
(405) 848-1099
(405) 848-1099
6 NE 63rd St Ste 240, Oklahoma City, OK 73105

6 NE 63rd St Ste 240, Oklahoma City, OK 73105

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About the Business

At Plan Group Financial, we help people create tailored investment strategies that make the most of their money. For the past two decades, we have developed a unique approach to investing that differs from traditional investing models. Our team of financial advisors offer comprehensive services, such as investment management, financial planning, individual investing, 401k, retirement planning, and income planning. We strive to provide our clients with reliable and secure investments so they can reach their long-term financial goals.

You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

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Publisher Info

  • Our Investment management firm started in 1996 but the beginning of us helping people with their money started in the late 1960's as a professional tax practice. Over time we realized that very few people in the investment industry were able to help their client in the same way that CPA's work with their clients, as professionals without bias in their recommendations. And even though we don't do taxes anymore our foundation is still built on a professional relationship that provides a client-focused approach. Learn more at www.PlanGroup.com
  • (405) 848-1099
  • 6 NE 63rd St Ste 240, Oklahoma City, OK 73105
  • Visit Website

Opening Time

  • Mon
    8:00 AM - 5:00 PM
  • Tue
    8:00 AM - 5:00 PM
  • Wed
    8:00 AM - 5:00 PM
  • Thu
    8:00 AM - 5:00 PM
  • Fri
    8:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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