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Introduction
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!
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!
Contact Info
Address:
32647 E County Rd 1650
Wynnewood
Oklahoma 73098
United States
Wynnewood
Oklahoma 73098
United States
Tel:
9167707011
Website:
https://www.nickmitchellfinancialadvisor.com/
Offering
- Asset Allocation
- Investment Management
- Debt Management
- Tax Planning
- Estate Planning
- Inheritance Planning
- Trust Planning
- Retirement Planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8 | 5 | ||||
| Tuesday | Open | 8 | 5 | ||||
| Wednesday | Open | 8 | 5 | ||||
| Thursday | Open | 8 | 5 | ||||
| Friday | Open | 8 | 5 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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