32647 E County Rd 1650
Wynnewood, OK 73098 - Garvin County
(916) 770-7011
As an independent, fee-only, and licensed fiduciary Financial Advisor, we focus on providing clear, honest, and simple solutions to growing our clients' wealth. We are an official SmartVestor Pro - a Dave Ramsey program for vetted and trustworthy investing professionals that are committed to educating and empowering people striving for long-term wealth. Our independent status allows us to provide customized advice for our clients' specific situations without restricting their investment options. We refer to ourselves as a "Best Interest Advisor" because, as a licensed fiduciary financial planner, we are bound by law to act in your best interest. And with our fee-only services, we only bill for assets invested with us - no hidden account fees or additional cost to build financial plans. Our financial planning services also include freebies like 401(k) Plans, Estate Planning, Tax Coordination, and 529 Plans!
About Nick Mitchell | Financial Advisor:
As an independent, fee-only, and licensed fiduciary Financial Advisor, we focus on providing clear, honest, and simple solutions to growing our clients' wealth. We are an official SmartVestor Pro - a Dave Ramsey program for vetted and trustworthy investing professionals that are committed to educating and empowering people striving for long-term wealth. Our independent status allows us to provide customized advice for our clients' specific situations without restricting their investment options. We refer to ourselves as a "Best Interest Advisor" because, as a licensed fiduciary financial planner, we are bound by law to act in your best interest. And with our fee-only services, we only bill for assets invested with us - no hidden account fees or additional cost to build financial plans. Our financial planning services also include freebies like 401(k) Plans, Estate Planning, Tax Coordination, and 529 Plans!
Categories: Financial Advisory Services, Financial Planning Consultants & Services, Investment Advisory Service and Financial Planning Consultants Personal
Services: Asset Allocation, INVESTMENT MANAGEMENT, Debt Management, Tax Planning, Estate Planning, Inheritance Planning, Trust Planning, Virtual Consultations, Insurance Planning, WEALTH MANAGEMENT SERVICES, Retirement Planning
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