investment management and research

company management and board of directors, when necessary, and builds relationships with senior management to voice ideas and provide business and financial input.The firm specializes in investing in diverse industry

planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We will have continuous access to retirement advice and investment management for the long-term. We strive to

been helping our clients nationwide with integrated and customised investment advice, wealth management and financial reports. We offer a full range of services, from online account management to in

of Oklahoma City is a professional investment management firm that provides financial advice and planning to help customers achieve their assist clients with their future retirement plans, wealth management, 401K management, and more. We strive to provide our customers

RJH Realty Investments is an Oklahoma City-based company providing comprehensive property management and real estate brokerage services. We specialize in assisting individuals and families to find

approach to wealth management, guided by a set of core values and beliefs. For the such as personalized financial advising, retirement planning, investment research, and complimentary workshops. Their goal is to help are experts in the field of wealth management and strive to provide the best experience for

to excellence. With over 30 years of management and operational experience, Downey has held positions as CFO of Providian Capital Management and Controller of Providian Corporation, a Fortune 200 billion in assets, and CFO of Ventas, Inc., a NYSE health care real estate investment trust. His

, financial planning, generational estate planning, investment management, investment planning, partnership consulting, risk management, wealth conservation, wealth management, and wealth preservation. Our team

retirement planning services, as well as expert investment research and complimentary workshops. The company has developed a number prioritize their clients' needs. These include investment management, customized financial guidance, retirement planning, and trading strategies that are tailored

offering personalized financial advice and planning, investment research, and a range of complimentary workshops on investing essentials and advanced trading strategies. The firm provides a wide selection of wealth management services, ranging from investments and retirement planning to stock brokerage products

management and money market funds sweep. Furthermore, we are able to facilitate family meetings, administer gift programs, and manage internal investments, employee benefits and other tax-sensitive issues. At Wittman Capital Management Investment & Estate Counsel

of the National Association of REALTORS® and specialize in many different areas such Representative Specialists, Accredited Buyers Agents, Relocation and Certified Negotiation Experts. We help clients properties, to land, home staging, property management and investment properties.We understand that buying or selling

offering unique solutions for businesses and individuals alike. Our network of staff are experts in managing, organizing and executing any type of management, production and logistics, destination management and meeting planning, venue research and visits, guest speakers and panels, transportation, entertainment, and

clients' needs and objectives allows us to develop an investment strategy tailored to each individual. Our investment management services are designed to accommodate different family circumstances and time horizons. We strive

team offers a range of services including Investment Management, Financial Planning, and Retirement Planning. We strive to provide our customers with clarity and peace of mind about their

provides certified financial planners to help clients manage their finances with no stress. Our goal of services such as financial planning, investment management, 401K advice, and more - all with no hidden fees. an appointment.With our commitment to service and customer satisfaction, we strive to exceed expectations

in helping business owners and families make the most of their investments. Our team of offers cost-effective CFO services, retirement planning, and investment management expertise to ensure our clients are fullyyou through the complexities of setting up and managing your business’s financials. From cash flow

When I established Sikorski Wealth Management, my primary focus was the client. Before a more tailored experience – one that included investment management and financial planning, both of which I felt would aid them in reaching their goals. At Sikorski Wealth Management

and Investment Properties, are managed with transparency and strategic planning so they reach their full potential. We specialize in property management and advisory services for high net worth individuals, distinct family offices and exclusive homeowner association

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