
Noel Cajigas - Private Wealth Manager
retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your

DRGinvest
home or investment opportunities. Our Property Management division serves properties ranging from Springs, and Oklahoma City, with a portfolio of over 1,500 units. investments and investment advice for partnerships owning over 1,000 residential units. highest quality of service for all your real estate needs. With our

Valor Advisers
, including investing, real estate, budgeting, debt management, retirement planning, college savings, tax planning, and you get the best recommendations for your financial goals. As a Registered Investment clients with making sound investments and managing their investment portfolios. We strive to provide quality

John M Plaza Investment Advisor
financial planning services to help clients manage their money and reach their goals include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market

Atterbury Investment Management
knowledge in the world of investment management and retirement planning. We provide personalized advice tailored a strategy that will help you reach your financial goals. We strive to give -6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember

Bassi Financial Services
secure retirement. Our customized financial plans provide numerous investment options, including active money management and safe money products. In addition, our comprehensive health insurance portfolio includes solutions, you can rest assured that your wellbeing and financial future are in

New York Life Insurance Company
in the case of your absence. We ensure that current cash flow can be managed with peace ofdiversified to meet future goals as well as retirement. Our team reviews and reevaluates plans annually, striving is dedicated to helping customers build up their portfolios and create strategies to reach their goals. Furthermore

Kimery Wealth Management
sound advice and expertise to ensure that your financial future is secure. Our services include institutional consulting and asset management. We monitor markets carefully and use advanced portfolio design techniques, as wellservices such as trust and estate planning, retirement planning and philanthropic consulting.

Blue Chip Partners
worth individuals, and those nearing retirement, offering investment strategies and blue-chip portfolio management. With more than 600 families of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced

Money Management Services
strategies designed to help you meet your goals. Our services include portfolio management, retirement planning, tax planning, estate planning, risk management, debt management and more. We value our

Smedley Financial Services
Services has been assisting their clients in managing life's transitions. Our mission is to Whether you are nearing retirement and need guidance in making decisions regarding your pension and income, or that best fit your needs. Our investment management team is focused on creating portfolios that are diversified

Financial Freedom Advisors
money on your terms. Our exclusive investment services grant clients the independence to grow their investment portfolios and are dynamic and customized to your lifestyle. Whether you are planning for retirement, managing existing funds, or setting aside

Setchfield Associates
Associates is an independently owned financial consulting firm thatindividuals, retirees, business owners, and qualified retirement plans. Our commitment to clients back up with expertise in asset management, estate planning, taxes, and alternative and abilities to help achieve your desired outcomes. We have a

Wealth Development Strategies
experienced associates is dedicated to helping you achieve your financial goals and objectives with strategies tailored to financial planning, estate planning and wealth conservation, portfolio management, private money management, retirement plan solutions, business succession strategies, executive compensation

Ivan Breger, CPA
management, estate and trust planning and tax preparation, accounting, and financial and retirement retirement plans, insurance, and tax, estate, and business succession planning. We understand the implications of taxes on your portfolio and strive to ensure that your investments will offer

Hawkins Wealth Advisory
management firm dedicated to helping high net worth individuals and families achieve financial security. We provide specialized retirement, accident insurance, travel insurance, and custom investment portfolios to help our clients reach their goals. us a call today. No matter what your needs are, we will do our best

Westbrook Financial Services
Services, Inc. is an independently-owned wealth management and financial services firm that Financial Planning, Estate Planning, Wealth Management, Investment Consulting and Communication, and Benefits planning, Business Succession Planning, and Retirement Planning. Our team is dedicated with all of your needs.

The Hedrick
and commodities markets in 1984 and established her own firm two years later. Betty appreciates the complexities Hedrick offers a wide range of services, from portfolio management to retirement planning, along with the experience and knowledge

Meridian Investment Partners
its clients. Our experienced team of professionals offers portfolio management, retirement planning, financial planning and tax planning solutions tailored markets, enables us to create diversified and successful portfolios. Our experienced team is dedicated to providing top how we can help you with all of your needs.

Henry Novak
an employer who sponsors a 401K or other retirement plan, you may be able to access some plan are community property and as such, owned by both you and your spouse. Through provisions of the Texas help of experienced professionals, you can develop a portfolio that works best for you and maximize the