Exencial Wealth Advisors in Oklahoma City

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quarta-feira: 08:00 - 17:00
Quinta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

M-F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Prestador de serviços

9108 N Kelley Ave
73131 Oklahoma City

4054781971
https://exencialwealth.com/

Brandi Simmons, Client Service Manager, featured outdoors with a warm smile, part of the Exencial Wealth Advisors team in Oklahoma City.

Alex Klingelhoeffer smiles in a business suit, a Wealth Advisor at the Oklahoma City branch of Exencial Wealth Advisors.

Conference room at Exencial Wealth Advisors with a central table, white chairs, and an illuminated presentation screen.

Descrição

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.