• Insurance & Retirement Planning. Taking the trip. Planning the wedding. Retiring on the coast. Life is full of moments that matter. Let's talk about how you can be ready for your next moment - big or small. When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference. Nick Hoffmann, President of Hoffmann Wealth Management, Financial Advisor, has been licensed for over 27 years and working through LPL Financial. As your local Farmers® agent in Bixby, OK, located in downtown right by the flagpole at the corner of Dawes and Armstrong we find many customers enjoy having a hometown agency to work with. I grew up in Bixby and am now raising my children in the city I love. Each person is provided with a personal review of their insurance and we spend the time to make sure they get the right coverage to suit their individual needs --whether that's auto, home, renters, life, FFS, business insurance and more. Look for us across the street from the school admin building, Go Spartans! Jeremy Lott advises successful business owners, executives & retirees who are concerned about how to have their money last throughout their retirement years. He teaches them the right age to take their foot off the gas & how to leave a lasting legacy that takes care of their family & charities.
Country Financial- Ronnie Lutz
• Insurance & Retirement Planning.
• Planning for the future while protecting what you have today!
• Planning for the future while protecting what you have today!
Edward Jones - Melissa Goodman-Nissley, AAMS Financial Advisor
Taking the trip. Planning the wedding. Retiring on the coast. Life is full of moments that matter. Let's talk about how you can be ready for your next moment - big or small.
Edward Jones- Rich Keel, Financial Advisor
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference.
Hoffmann Wealth Management
Nick Hoffmann, President of Hoffmann Wealth Management, Financial Advisor, has been licensed for over 27 years and working through LPL Financial.
Robin Denham - Farmers Insurance
As your local Farmers® agent in Bixby, OK, located in downtown right by the flagpole at the corner of Dawes and Armstrong we find many customers enjoy having a hometown agency to work with. I grew up in Bixby and am now raising my children in the city I love. Each person is provided with a personal review of their insurance and we spend the time to make sure they get the right coverage to suit their individual needs --whether that's auto, home, renters, life, FFS, business insurance and more. Look for us across the street from the school admin building, Go Spartans!
Give me a call at (918) 366-4923 and I'll be happy to answer any questions you might have.
Give me a call at (918) 366-4923 and I'll be happy to answer any questions you might have.
Tulsa Wealth Advisors | Raymond James
Jeremy Lott advises successful business owners, executives & retirees who are concerned about how to have their money last throughout their retirement years. He teaches them the right age to take their foot off the gas & how to leave a lasting legacy that takes care of their family & charities.
